Bridgewell Financial

Proud member of Benefits Alliance since: 2023

Bridgewell Financial delivers insurance, wealth and financial planning, group benefits and executive planning and benefits solutions to organizations and individuals. Our multi-disciplinary advisory team combines responsiveness and dependability with a focus on purpose-driven planning. The goal is to fill the gaps in our clients’ financial foundation using the latest data analysis and digital platforms, helping them make financial decisions with purpose and clarity.

Services Provided at Bridgewell Financial

Employee Benefits Plans

Group Retirement Plans

Health & Wellness

Executive Planning

Global Medical Health

The Bridgewell Financial Team

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.
Key Contacts
Michael Wortsman, Partner at Bridgewell Financial - Benefits Alliance

Michael Wortsman

Partner
Bridgewell Financial
Chad Tranter, Partner at Bridgewell Financial - Benefits Alliance

Chad Tranter

Partner
Bridgewell Financial
Amr Galal, Advisor at Bridgewell Financial - Benefits Alliance

Amr Galal

Advisor
Bridgewell Financial

Locations

Find the location nearest you for Bridgewell Financial.

Bridgewell Financial Toronto

33 Hillside Avenue West Toronto, Ontario M5P 1E9

Contact Bridgewell Financial

Want To Become a Member?

Join a powerful network of independent benefits and retirement advisors across Canada. Access exclusive tools, insights, and industry-leading support.