Blue Rock Wealth Management

BlueRock Wealth Management    

Financial advising in Collingwood, Canada
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Live life your way with the thoughtful, expert financial planning from BlueRock Wealth Management. Our team of knowledgeable associates offer a full suite of financial services for every step in …
Live life your way with the thoughtful, expert financial planning from BlueRock Wealth Management. Our team of knowledgeable associates offer a full suite of financial services for every step in your personal life and business's journey. From corporate planning to retirement preparation, we concentrate on creating a practical, sound road map to help you reach your financial destination. We specialize in creating clarity, confidence, and focus and understand the true value of your wealth cannot be measured in monetary terms alone. Enrich the quality of your life and the people around you with our personal and business financial planning solutions backed by more than 30 years of experience in Collingwood, Ontario.

Services offered

Asset Management
Business Insurance
Business Valuation
Disability Insurance
Estate planning
Individual Health Insurance
Life Insurance
Retirement Investing
Succession Planning
Tax Planning
Wealth Management
Whole Life Insurance