BlueRock Wealth Management

BlueRock Wealth Management

Financial-Services

Collingwood, Ontario
Canada
Company Tagline

An Innovative Approach To Financial Life Planning

Industry Category
Financial-Services
Company Description

BlueRock Wealth Management is a leading financial services provider dedicated to offering an innovative approach to financial life planning. Located in Collingwood, Ontario, BlueRock Wealth Management provides a comprehensive suite of financial services designed to support both personal and business financial goals. Their approach focuses on creating clarity, confidence, and a strategic roadmap to help clients achieve their financial aspirations.

With over 30 years of experience, BlueRock Wealth Management specializes in various areas, including private wealth management, retirement planning, corporate benefits, and estate planning. The company is committed to delivering tailored solutions that address the unique needs of each client, ensuring a secure and prosperous financial future. BlueRock Wealth Management understands that true wealth extends beyond monetary value, aiming to enrich the quality of life for their clients and their communities.

The primary address for BlueRock Wealth Management is 115 Hurontario Street, Ste 201, Collingwood, Ontario L9Y 2L9, CA. BlueRock Wealth Management is dedicated to providing expert financial guidance and support, helping individuals and businesses navigate the complexities of financial planning. We invite the management team at BlueRock Wealth Management to create a customized and exclusive company showcase and product listing on our platform to further enhance their market presence.

BlueRock Wealth Management est un fournisseur de services financiers de premier plan, dédié à offrir une approche innovante de la planification financière de la vie. Situé à Collingwood, en Ontario, BlueRock Wealth Management offre une suite complète de services financiers conçus pour soutenir les objectifs financiers personnels et commerciaux. Leur approche est axée sur la création de clarté, de confiance et d'une feuille de route stratégique pour aider les clients à atteindre leurs aspirations financières.

Avec plus de 30 ans d'expérience, BlueRock Wealth Management se spécialise dans divers domaines, notamment la gestion de patrimoine privé, la planification de la retraite, les avantages sociaux et la planification successorale. L'entreprise s'engage à fournir des solutions sur mesure qui répondent aux besoins uniques de chaque client, assurant ainsi un avenir financier sûr et prospère. BlueRock Wealth Management comprend que la véritable richesse s'étend au-delà de la valeur monétaire, visant à enrichir la qualité de vie de ses clients et de leurs communautés.

L'adresse principale de BlueRock Wealth Management est 115 Hurontario Street, Ste 201, Collingwood, Ontario L9Y 2L9, CA. BlueRock Wealth Management se consacre à fournir des conseils et un soutien financiers d'experts, aidant les particuliers et les entreprises à naviguer dans les complexités de la planification financière. Nous invitons l'équipe de direction de BlueRock Wealth Management à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer davantage leur présence sur le marché.

Key Personnel / Employees
Leon Nesbitt Beth Forsyth Sandy Coates Neal Owen

Compare Companies Side by Side

Compare BlueRock Wealth Management with 3 companies in Financial-Services

4 Companies
Comparison Field
BlueRock Wealth Management
BlueRock Wealth Managemen...
Main Company
Modern Wealth Management
Modern Wealth Manage...
View Profile
Longview Advisors, LLC
Longview Advisors, L...
View Profile
My Wealth Solutions
My Wealth Solutions
View Profile
Founded Year
1996 2011
Company Size
51-200 1 employee 11-50
City
Collingwood, Ontario Lenexa, KS Newton, KS Newstead, Queensland
Country
Canada United States Australia
Skills & Keywords Comparing with main company
24 Total Skills
Financial Planning Wealth Management Retirement Planning Estate Planning Corporate Benefits Financial Services Investment Strategies Private wealth Retirement Compensation Arrangements Insurance Corporate Planning Financial planning Business Valuation Incorporation Setup & Registration Group Pensions Employee Benefits Financial life planning Healthcare Spending Accounts Individual Health Insurance Group benefits Business Overview Analysis Corporate Reorganization Medical Trusts Trusts
10 Total 10 Unique
Unique Skills:
401k Investments IRAs Life Insurance Long Term Care Insurance Portfolio Management +4
5 Total 1 Common 4 Unique
Match 4%
Common Skills:
Financial Planning
Unique Skills:
Charitable Planning Education Planning Investments Tax Planning
19 Total 2 Common 17 Unique
Match 8%
Common Skills:
Financial Planning Wealth Management
Unique Skills:
Budgeting Cash Flow Financial Advice for Business Owners Financial Advice for High Income Earners Holistic Financial Roadmaps Home Loan Structuring & Advice +11
4
Total Companies
1996
Oldest Founded
3
Countries
53
Unique Skills

Similar Companies

Other organizations in the same industry

Serna Holding Company
Financial-Services
Mahtab Hekmati
Financial-Services

Everything about Financial Markets!

Dash&Co. Audit Firm
Financial-Services

Audit & Assurance, Project appraisal & financial analysis, Accounting & financial Advisory service...

Tehran, Tehran
Iran
PCR Financial Aggregation
Financial-Services

Wealth Management's Most Trusted Financial Aggregation Utility

Wilton, CT
United States

Alternative Company Names

This company is also known as

BlueRock Wealth Management 蓝岩财富管理 ब्लू रॉक वेल्थ मैनेजमेंट بلو روك لإدارة الثروات BlueRock Gestion de Patrimoine