Wealth Planning Archives

Meet the Bridgewell Financial team: Fran Perkins

Leave a Comment / Meet the team, News / By Bridgewell Financial

Providing exceptional service and delivering innovative solutions to business owners and leaders requires specialized expertise. In Bridgewell’s case, that’s built around key pillars including group benefits, executive planning, insurance and financial planning. Helping our clients bridge the gap between wealth and health—specifically, connecting their total well-being to strategic financial decisions—requires extensive knowledge to deliver what …

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Flags symbolizing Canada-US trade and tariffs

Tariffs and your financial wellness: Staying the course in the face of uncertainty

Leave a Comment / Economy / By Bridgewell Financial

It would be an understatement to say that the first quarter of 2025 put Canadians’ financial mettle (and wellness) to the test. It closed with the announcement of sweeping U.S. reciprocal tariffs on countries around the world—since paused for 90 days—from which Canada and Mexico were exempted, even as both countries still face levies on …

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Meet the Bridgewell Financial team: Yohan Roche

Leave a Comment / Meet the team, News / By Bridgewell Financial

One of our founding goals at Bridgewell Financial was to ensure that our core values were built into every aspect of our firm. That included delivering comprehensive group benefits, personal and corporate insurance, wealth and financial planning and executive planning and group benefits solutions, developing an industry-leading customer service experience and offering a rewarding workplace …

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Bridgewell Financial welcomes Seligman Insurance

Welcoming Seligman Insurance to the Bridgewell Financial family

Leave a Comment / Meet the team, News / By Bridgewell Financial

As we’ve worked to grow Bridgewell Financial since our firm’s inception in early 2021, we’ve remained focused on helping our clients achieve financial wellness by delivering the most effective group benefits, insurance and wealth and financial planning solutions for their needs. We’ve constantly sought out new technology platforms to enhance our service offering, while expanding …

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Year-in-Review 2023: Bringing financial wellness to our growing client base

Leave a Comment / News / By Bridgewell Financial

If our first year in business was about establishing processes, delivering high-value financial solutions and growing our firm, the second has been about taking it to the next level and continuing to enhance a client service experience built around delivering financial wellness. We’re especially proud that we’ve been able to expand what it means to …

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Financial planning for your post-career transition (not retirement)

Leave a Comment / Wealth and Financial Planning / By Bridgewell Financial

We’re conditioned to think about our lives (not to mention financial planning) in stages. Our adolescent and early adult years are spent attending school and then maybe pursuing a post-secondary education. Between our twenties and forties, it’s often about building a career, a business or a family—maybe all three. Then it’s time for retirement and …

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Senior drinking coffee and thinking about retirement and the next chapter of her life

Forget retirement—Prepare for the next chapter of your life

Leave a Comment / News / By Bridgewell Financial

The recent protests in France over the two-year delay in the retirement age—to 64 years-old—left many North Americans scratching their heads. Most of us would be happy to hang it up a year earlier than our current official retirement age of 65, which might even reach 67 by the time many of us retire. The …

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Couple discussing estate planning and watching a sunset

Why estate planning matters

Leave a Comment / Wealth and Financial Planning / By Bridgewell Financial

You’ve heard countless times from the Bridgewell team that one of the main drivers of wellness is strategic financial planning. Think of a comprehensive plan as a blueprint designed to bridge any gaps in your finances, one that helps you achieve your lifestyle goals. Part of that process involves preparing for the inevitable with detailed …

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Year-in-Review 2022: A look back at Bridgewell’s first calendar year

Leave a Comment / News / By Bridgewell Financial

The holidays are a time for reflection, to recharge and to refocus for a dynamic New Year ahead. For Bridgewell Financial, it’s also an opportunity to look back on the many accomplishments of our first full calendar year in business. As we emerged from the throes of the pandemic and took baby steps in our …

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Recession coming? Stay calm and hold to your financial planning strategy

Leave a Comment / Wealth and Financial Planning / By Bridgewell Financial

An economic downturn could be looming in early 2023, inflation is running high and headlines are filled with doom and gloom. That’s exactly why it’s important stay calm and remember the power of long-term financial planning. Your financial wellness depends on it. Here’s why: With markets under pressure and interest rates surging, it’s natural to …

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