Advice from Your Financial Advisor: Ask Yourself These Four Questions to Build Employee Trust

by Neal Owen | Jul 28, 2015August 18th, 2021 | General News

Gaining the trust of your employees contributes greatly to your company’s success. As your financial advisors, our team at BlueRock Wealth...

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Estate Planning for Blended Families

by Neal Owen | Jul 21, 2015August 18th, 2021 | General News

Avoid Disinheriting Your Children In today’s family it is not unusual for spouses to enter the marriage with children from previous relationships....

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Cutting Costs and Engaging Your Employees Can Go Together

by Neal Owen | Jul 14, 2015August 18th, 2021 | Employee Benefits, General News

Last year, Corby Spirit and Wine Ltd., a Canadian company that has nearly 2,000 employees, encountered challenges that prompted them to make...

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TFSA Contribution Limit Changes Will Alter How Financial Planning Is Done

by Neal Owen | Jun 30, 2015August 18th, 2021 | General News

If you are ready to get a jumpstart on financial planning for the future, you should strongly consider opening a tax-free savings account (TFSA)....

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Retirement Planning Changes Made to TFSA and RRIF Accounts

by Neal Owen | Jun 16, 2015August 18th, 2021 | General News

If part of your retirement planning initiatives involve contributing to a tax-free savings account (TFSA) or owning a registered retirement income...

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The Corporate Extraction Strategy – Transferring a Life Insurance Policy to a Corporation

by Neal Owen | May 26, 2015August 18th, 2021 | Employee Benefits, General News

The Corporate Extraction Strategy involves transferring a personally owned life insurance policy to a corporation for its fair market value (FMV)....

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