Why Bridgeline?

A Personalized Experience Curated For You

Many clients come to us looking for more time with their advisor, better advice, better service or someone who will take the time to properly listen. When you work with us, you can expect an end-to-end personalized experience that will help clarify your needs and prepare you for your future.

Once we understand your long-term and short-term goals, our experienced team of advisors and specialists will work with you to ensure we curate strategies and plans that will work for your life. Our goal is to help you have the financial future of your dreams while making sure you are financially secure today.

The following are some of the most common questions we hear from clients like you:

  • How much money do I need to retire?

    There is no right answer to this question. Everyone needs a different amount for retirement based on lifestyle expenses. We will answer this question for you during the financial planning process.

    As part of the planning process, we will look at your lifestyle expenses to calculate how much savings, investments, or additional income you will need to retire. We will then gather data on all your financial resources and expected retirement income including pensions, savings, CPP, OAS, and other retirement income. This is all part of our Plan, Implement, Review, Repeat process.

    Continually referring back to the financial plan will maximize your current lifestyle while giving you the retirement of your dreams.

  • Will my money last me through retirement?

    One of the reasons we create a plan is to ensure that your money lasts throughout your retirement. Once the plan is complete, we will hold regular check-ins to make sure your retirement goals are on track and readjust as needed.

    We will continually go through the process of Plan, Implement, Review, Repeat to ensure that you stay on track for retirement.

  • Is my money protected?

    Many clients ask us, “What rate of return can we expect?” Our response is always the same: Let’s first figure out what rate of return you need. We can often reduce the risk level by calculating the rate of return that is needed.

    The more we can lower your risk level, the more we can protect your money while growing it. We can also offer several guaranteed investment products that will allow us to protect portions of your investments as necessary.

  • How do I stay on track to achieve my goals?

    By using our proven Plan, Implement, Review, Repeat process, we create a system that enables you to achieve your goals. We start by creating a plan that will fit your finances, needs, and goals.

    As time goes on, we will review our plan to ensure that it is still the most beneficial path for you, and we can adjust your plan as needed.

  • How do I maximize the money I have to allocate towards investments, insurance?

    When we go through our process, we want to look at achieving your goals while protecting what matters most. Insurance is an important consideration in every financial plan.

    Determining the right amount and the right type of insurance for your situation is crucial to the success of the plan.  By optimizing how your money is allocated, we can create a comprehensive plan that will maximize your wealth.

  • When is the right time to begin withdrawing my RRSP’s, pensions, CPP, and OAS?

    This question is another reason we start with a plan. Our advanced planning software will help us look at multiple scenarios so we can work with you and determine the best course of action for your specific plans and goals.

  • What is the best strategy to effectively transfer my estate to my beneficiaries?

    This is a great question that needs careful consideration to choose the strategy that will be the most effective for you. Book an appointment with one of our advisors today, and we will help you find the best strategies for you.

Don’t see your most pressing question in this list? No Problem!

Let us answer your questions.

Although these are the most common questions we hear, everyone has different needs and concerns. We want to know what you are worried about and what questions you have. This is a key component to ensure that your plan is right for you.

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