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...

Back in 1984, our president, Neal Owen, founded BlueRock Wealth Management, and has since established our financial firm as the top source for sound financial advice and planning solutions in the Collingwood, Ontario area. Recently, Neal was thrilled to provide some of his insight regarding...

If you’ve heard that the changes to the corporate capital gain tax rate that may impact Canadians who own real estate in the U.S., we thought that this article may be helpful. It gives an overview of information that may inform your understanding of the changes. If you are a Canadian citizen who...