2024 Conference & AGM

Speakers

Michael Wortsman

Partner, Bridgewell Financial

Michael has dedicated his career to helping organizations empower their employees’ success with innovative group benefit solutions.

That passion has been passed down across generations. 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, at Creative Planning Financial Group in 2001. After several years at CPFG, 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. In 2021, Michael teamed with colleagues in the insurance and wealth and financial planning fields to found Bridgewell Financial—a firm dedicated to helping clients achieve financial wellness in their personal and professional lives.

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.

An active runner and outdoor sports enthusiast, Michael spends as much time as possible enjoying camping, hiking, skiing and mountain biking with his wife and four children. His passion for the arts remains as strong as it was during his university days. Michael is a fan of photography, art, design and architecture.

Speaking at the Conference

TICKETS

2024 Conference & AGM Registration