This week we’re learning more about Michael Wortsman at Bridgewell Financial
What is your name?
What is the name of your firm?
Where in Canada are you based?
What does Thorpe Bridgewell Financial specialize in?
Bridgewell Financial delivers insurance, wealth and financial planning, group benefits and executive planning and benefits solutions to organizations and individuals.
Please introduce yourself in 10 words or less.
Michael has dedicated his career to helping organizations empower their employees’ success with innovative group benefit solutions.
How did you get started in the group business?
Michael earned his Bachelor of Fine Arts degree from Concordia University—and soon after the Life License Qualification Program designation for insurance professionals—before joining his father Irwin, a long-time group benefits broker, in 2001. After a few years, Michael would go on to launch his own firm, The Employee Benefits Company (TEB/CO). He quickly earned a reputation for his responsiveness, industry knowledge and creative approach to employee benefits program design. He brings more than 20 years of industry experience to his role as a Bridgewell founding partner.
How long have you been an advisor?
Share with us a particular moment that made you proud to be an advisor.
Michael is a long-standing member of the Canadian Group Insurance Brokers and a former member of Manulife Financial’s Small Business Advisor panel. A thought leader in the field, he has authored articles for several industry publications and has delivered numerous group benefits seminars highlighting trends in technology, wellness and the mechanics of operating a successful benefits practice.
What was your main reason for wanting to join BA?
BA is a leading voice in the group benefits sector across Canada. The organization’s preferred solutions and pricing, unique product mix and Knowledge Library are new tools that we can use to help our clients achieve financial wellness in all aspects of their lives.