Financial Advice for a Prosperous Life
At BlueRock, we understand the true value of your wealth cannot be measured in monetary terms alone.
The truly prosperous person has the financial freedom to accumulate the experiences that matter most to them. Those experiences could be exploring the world’s natural and cultural diversity, or watching children and grandchildren begin successful careers. For some, it’s pursuing new depths of creative expression, or new heights of athletic ability. For others, it is establishing a legacy in their community.
Managing Wealth for Life What does wealth mean to you?
This is the personal question that underlies everything we do for clients. For more than 30 years, successful professionals, entrepreneurs and their families in the Georgian Bay area have turned to BlueRock Wealth Management for personalized financial advice and services because we focus on helping them attain the financial means to live their lives to the fullest.
Each of us answers this question a little differently, which is why we tailor our thoughtful, expert financial planning to your own dreams and goals — for yourself, for your family and for future generations.
The BlueRock team of knowledgeable advisors offer a full suite of financial services, from banking services to retirement and estate planning, all focused on creating a practical road map to help you reach your financial destination.
Our goal is to enrich the quality of your life and the people around you. We specialize in creating clarity, confidence and focus in every aspect of your financial plan so you can live life your way, for the reasons that are important to you.
Rock Solid After More than 30 Years
BlueRock Wealth Management traces its roots to 1984, when Neal Owen first founded his financial planning practice in the Georgian Bay area. By the turn of the decade, he had merged his practice with Noble Insurance, itself a Collingwood institution since 1945, and for 16 years, ran its wealth management services business. In 2006, Owen struck out on his own once more, formally taking over the practice to create BlueRock, an independent company catering to affluent individuals in the Georgian Bay region.