TFSA Limits Changed for 2019

by Neal Owen | Feb 8, 2019August 18th, 2021 | 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...

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Check Out Our Recent Feature About Financial Planning in On the Bay Magazine!

by Karen Emslie | Jan 23, 2019August 18th, 2021 | General News

Back in 1984, our president, Neal Owen, founded BlueRock Wealth Management, and has since established our financial firm as the top source for sound...

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How the U.S. 2017 Tax Cuts and Jobs Act Affects Canadian Snowbirds

by Neal Owen | Dec 17, 2018August 18th, 2021 | General News

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...

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Estate Planning Options: Leave a Legacy by Gifting to Charities

by Neal Owen | Nov 20, 2018August 18th, 2021 | General News

Estate planning is a necessity of life for people of all ages. Whether you are new to estate planning or have revised your plan multiple times, have...

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Electronics & Privacy Beyond the Border – What Should You Expect?

by Neal Owen | Sep 21, 2018August 18th, 2021 | General News

Whether you travel frequently or are planning your first big trip across the Canadian border, knowing what to expect as you are processed through...

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Financial Management Transparency: Looking at the FCAC’s Investigation

by Neal Owen | Apr 3, 2018August 18th, 2021 | General News, Resources

If you have been watching the news, you may have heard the reports about sales targets at Canadian banks conflicting with consumer needs. After...

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