Corporate Planning, Barrie, ON

A personalized approach to corporate planning sets a roadmap to meet your objectives.

While most would agree that corporate planning is essential for the financial health and longevity of the business, it is also vital to those who rely upon it financially. If you are a business owner looking to incorporate or you have a corporation that needs more structure, turn to us at BlueRock Wealth Management. We partner with a team of professionals in corporate planning and will match you with an advisor according to your goals and values.

We have partnered with these top corporate planning professionals to be sure you have access to the best legal, financial and tax advice possible. It is with a proper support team that the best strategies can be put in place for your company and your personal short and long-term objectives.

Corporate Planning

By taking a personalized approach with corporate planning, those matters that fit your objectives can be properly addressed. Whether you are interested in becoming incorporated or have already formed a corporation, our partners can assist you with a variety of concerns. For example, they can help you with establishing the right corporate and share structure and setting up retirement plans and medical trusts for protecting yourself, your company, and your staff. Corporate reorganization and business overview analysis could also be a part of your corporate planning needs.

Corporate Planning

Corporate planning should also involve an exit strategy, including business succession planning and obtaining a business valuation. In a nutshell, our corporate planning partners are here to assist you with everything from incorporation setup and registration through the dissolution of your corporation – and everything in between. Reach out today to schedule a consultation to learn more.


At BlueRock Wealth Management, our partners can assist with corporate planning in the Southern Georgian Bay Region, including Collingwood, Creemore, Thornbury, and Wasaga Beach. We also serve most of South and Central Ontario, including Toronto, Oakville, Burlington, Kitchener, Waterloo, Guelph, Caledon, Barrie, Orangeville, Saugeen Shores, and Owen Sound.

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