We are honored to be nominated for the Top Advisory Firm (10 or more employees) in Canada! Hear from BlueRock Wealth Management’s President, Neal Owen, and our team about what it means to be recognized for our high standards and unwavering commitment to our clients.
0:00 – Neal Owen: Hi, I’m Neal Owen. I’m the founder and CEO of BlueRock Wealth Management Inc. We’ve been around for 43 years and we provide financial advice on financial planning, estate planning, and wealth management. We’ve been nominated for Top Advisory Firm with 10 or more employees for Canada, and it means a lot to us. It recognizes that the work that we’ve been doing is recognized not only by our clients but our colleagues and partners in the industry.
0:31 – Kim Furniss: For Neal, this is something he’s worked towards for over 40 years. It’s very important to him. He’s very proud of BlueRock Wealth and what he’s built. To the team, it’s recognition for them—they work hard.
0:42 – Melanie Huizinga: This nomination is great recognition for the care and dedication that we bring to our clients every single day.
0:49 – Ryan Rybarczyk: To me personally, this nomination is recognition of the hard work, the effort that we put in, and just being known on a bigger scale.
1:00 – Tara Robbins: It acknowledges the behind-the-scenes work that we’re doing. We do hold ourselves to higher standards, and we are honored by the trust the clients put in us.
1:09 – Mark Sampson: I believe being recognized by your peers for the work you do is very important. I think it tells you that you’re on the right path and that you’re doing the right thing.
1:21 – Karen Emslie: This team works really, really hard to achieve what we can achieve, and to have it recognized outside of this office is incredible. Very honored.
1:32 – Lisa Bunny: This nomination shows that I made the right decision, and I’m joining a winning culture and an environment that’s really out there to serve their clients and their clients’ needs.
1:43 – Lisa Curran: BlueRock is a company that I can feel confident standing behind—that I can bring in my clients and I know that they are getting 100% of what they should be getting. It’s a company that’s well recognized.
1:59 – Neal Owen: BlueRock is set apart by the people that work here and their commitment to excellence and showing up every day for our clients.