Advisors - Bridgewater Bank

Helping people invest since cell phones could flip.

Bridgewater Bank has been making financial goals a reality for 25 years. And we’re just getting started.

We use common sense to deliver practical solutions to help your clients achieve their financial goals. As your partner, we complement your growing business and provide outstanding personalized service to meet your needs. As a Canadian Schedule I chartered bank, we offer short and long-term Guaranteed Investment Certificate (GIC) deposit products and the assurance of a quality partner with solution-oriented experts that help you look good along the way.

We put relationships first, so you and your clients can feel confident about your investments.

Why partner with us?

Our partners are everything. When you become a partner of Bridgewater Bank, you’re like a neighbour – even family – and we treat you that way.

We can integrate into your existing rate boards easily through CANNEX Financial Network (CFN).
For optimal efficiency, so we can process your client’s applications quickly, Bridgewater Bank uses Portfolio+ to manage nominee term deposits.
We have a strong onboarding program to help guide you every step of the way.
Reconciliation is easier than ever with monthly reporting outlining purchase and redemption activity.

Fast facts

Bridgewater Bank has years of experience with deposits and a robust balance sheet to prove it.

Headquartered in Calgary, we were established in 1997 as a wholly-owned subsidiary of Alberta Motor Association (AMA), the largest membership service organization in the province.
We are a proud member of the Canadian Deposit Insurance Corporation (CDIC).
Our competitive rates are posted on the CANNEX rate board.
Being a smaller bank makes us nimble, and that means we can respond quickly with innovative approaches that don’t need to go through multiple levels of approvals.

Meet your Business Development Manager

If you have questions about our nominee business or implementation process, Janet is here to help.

Janet Petonjic-Rogers
Manager, Business Development – Deposits
jpetonjicrogers@bridgewaterbank.ca
P: 1.403.355.1172
C: 1.403.561.4276

About Janet Petonjic-Rogers

With over 25 years in the financial industry, Janet has the knowledge and the know-how when it comes to serving the needs of the investment community.

Janet began at Bridgewater Bank tirelessly overseeing deposit operations while supporting and implementing the business strategy.

Janet is currently the Business Development Manager – Deposits where she spends her time representing the bank to investment partners, aggregators, and deposit brokers.

“Our staff is always happy to speak with Bridgewater’s team. Just a great company to deal with – friendly and flexible. We value our relationship with Bridgewater Bank and would highly recommend them.”
Kristy Pokrywka-Driver – Deposit Broker Services Inc. (DBS)

“We have a cohesive relationship with Bridgewater Bank because they believe in what we believe in: straight forward and practical processes with forward thinking and efficient solutions. Bridgewater Bank is just like GICdirect – Simple, Safe and Secure!”
Joanna Ritchie – GICdirect.com

“I find with my dealings with Bridgewater Bank they always conduct themselves professionally, easy to deal with and are quick to respond to any inquiries we may have. They also go the extra step to accommodate a request if possible.”
Deanna Pelaez – Monarch Wealth

“It is such a pleasure to deal with the GIC department. Always prompt and very courteous service.”
Terry Abrahams – The Bradford Financial Team

“The service was quick and it was easy to understand the conditions.”
Ed LeBlanc – Winnipeg, Manitoba