Blue Rock Wealth Management – Communication DNA

Pair Yourself with the Perfect Financial Advisor

financial advisorWhen it comes to managing your financial health, you want to make sure you have a reliable and trustworthy resource to give you sound advice. At Blue Rock Wealth Management, we are dedicated to providing you with a personalized approach to financial planning.

To better serve you, we have partnered with DNA Behavior to offer you a DNA profile. This is a short personality questionnaire that helps us pair you with the best Financial Planner on our team. By giving us a better understanding of your core values, we can communicate with you with the intention of building a stronger relationship.

You will answer questions about how you make decisions, communicate your thoughts, assess challenging situations, and process information. The questionnaire looks for your approach to your financial goals, wealth management, financial values, decision-making style, risk tolerance, and emotions.

From these results, we will use your DNA profile to pair you with the BlueRock team member who best matches your needs. As your trusted financial resource, our job is to keep your best interests in mind. When we understand your core personal values, we will be able to better serve your financial needs.

Ask Us Anything. We Can Help You.

Full Name

Phone Number

E-Mail Address


Your Message

Do the Latest Housing Regulations Affect Your Investments?

Do the Latest Housing Regulations Affect Your Investments?

If you have any sort of stake in the Toronto real estate market, you know the recent changes to the tax code have had a significant impact on the market this year. While the federal government has laid plans to […]

Read More