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Jun 28 2019

Speak with Your Financial Advisor About Your CPP or OAS Benefits to Plan for the Unexpected

by | Jul 2, 2019 | Financial Planner, Financial Planning, General News, Resources, Retirement, Wealth Management

As you and your spouse plan for retirement, part of your financial plan may involve partially or fully relying on the Canadian Pension Plan (CPP) or Old Age Security (OAS). Initially, this may seem like a beneficial way to retire, especially if you and your spouse receive maximum CPP and OAS...
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financial advisor works hard to bring you solid financial advice
Jun 14 2019

A Breakdown of What Our Financial Advisors Do with Their Time

by | May 29, 2019 | Financial Planner, Financial Planning, General News, Resources, Wealth Management

Most people assume that financial companies spend more time focused on trading online to oversimplify the role of financial advisors, and that advisors spend very little time overall with client files. Despite this assumption, your financial advisor probably spends more time on client-related...
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BlueRock Wealth Management Federal Budget 2019 Commentary
Mar 25 2019

BlueRock Wealth Management Federal Budget 2019 Commentary

by | Mar 22, 2019 | Financial Planning, General News, Newsletters, Resources, Small & Medium Business

The Team at Bluerock Wealth Management would like to provide the attached Federal Budget Commentary 2019 for your reading pleasure. It clearly outlines all of the changes moving forward for the year. Although some of the aspects of the budget may not pertain to you or your family directly, they...
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TFSA Limits Changed for 2019
Feb 07 2019

TFSA Limits Changed for 2019

by | Feb 8, 2019 | General News

Each year brings changes that can affect financial planning, so the beginning of the year is a good time to reassess your portfolio to be sure that you are still poised to hit your objectives or if one of those changes has either positively or adversely affected your plans. One such change that...
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