Bridgewell Financial is a Toronto-based financial services firm that delivers insurance, wealth and financial planning and group benefits solutions to organizations and individuals.

Bridgewell was founded on a simple idea: that by bringing together a strong team of specialists from across various disciplines, we could help organizations and their leaders exceed their financial goals and stay a step ahead at all times. We’ve built an advisory team that puts our clients’ needs first, combining responsiveness and dependability with comprehensive experience and a focus on purpose-driven planning. Our goal is to fill the gaps in their financial foundation, while offering customized solutions that make sense for their business and personal financial circumstances.

Most importantly, we understand that they lead busy lives and face a host of challenges each and every day. Our job is to reduce the complexity and make their decisions as simple and streamlined as possible. We do it by leveraging accurate research, analysis and modelling. By presenting new ideas and advice and using technology to aid with their decision making, we manage the details so they can focus on building their business and enjoying the lifestyle pursuits that matter most.

We built Bridgewell to be a different kind of financial services firm, one guided by a shared set of values and beliefs. Our focus on teamwork, simplicity, responsibility and integrity forms the foundation of our company culture. We’re passionate about supporting transformative community and charitable causes. Giving back is a key pillar of our business. By focusing on sustainability, philanthropy and ethical business practices, we believe that Bridgewell can improve lives and make a difference in the world around us.

Bridgewell Financial

The Toronto office focuses on client services and employee benefits, providing strategic consulting and management support.

Toronto

Mike Tranter B.Eng

This department focuses on establishing and nurturing strategic partnerships to drive business growth.

Partnership Management

This department provides expert guidance and support to clients and stakeholders to enhance decision-making and strategic outcomes.

Advisory Services

This department manages employee benefits, financial planning, and sales support related to insurance and savings programs.

Bridgewell Financial

Org chart

Teams

Partnership Management

Advisory Services

Benefits and Financial Services

Offices

Bridgewell Financial

Org chart

Teams

Partnership Management

Advisory Services

Benefits and Financial Services

Offices

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