Wealth Management, Collingwood, ON

Our team of experienced wealth management advisors in Collingwood, ON will help you develop a strategy that properly accounts for your goals and priorities now as well as for the future.

Wealth ManagementProperly managing your assets and income while also planning for the future can be a daunting process. At BlueRock Wealth Management Inc., we are here to help with our wealth management services in Collingwood, Ontario.

When you turn to us for assistance managing your wealth, one of the first things we will ask you is to consider what takes priority in your financial life. Is it getting out of debt? Do you want to primarily focus on saving for retirement? What about planning for the education of your children and grandchildren? Often, determining your financial priorities can be a challenge.

This is where our team of experienced wealth management advisors comes in. They will help you develop a strategy that properly accounts for your goals and priorities now as well as for the future. As your circumstances and goals change over time, our team will still be there to help you stay on track to accomplish them.

We encourage you to keep in mind that proper wealth management often requires a multi-faceted approach. Not only is our team here to help you reach your financial goals, but they are also here to introduce you to various solutions that will help you continue to grow your wealth and account for life’s different events.

If you are interested in learning more about the different wealth management strategies available to you, please contact us at BlueRock Wealth Management Inc. today. We are confident that you will be more than happy with your decision to turn to us.

Common Questions About Working with Our Wealth Management Firm

The wealth management firm you choose has a big impact on your future, especially as you work on planning for retirement. We have enhanced our processes and instilled greater trust in our clients by becoming CEFEX certified, a voluntary certification that means better service for our clients.

What is CEFEX Certification?

If a firm becomes CEFEX certified, it means they adhere to a Global Fiduciary Standard of Excellence. This means that no matter what, we are required to act in the best interests of our investors.

How can I be sure you are properly watching over my investments?

Hiring someone to manage your financial assets can be a challenging process, especially in a continually changing investment landscape. With our CEFEX certification, we have made it easier to appropriately assess how well we are watching over your investments, limiting risk and ensuring best-practice processes are in place.

What are the benefits of working with a CEFEX advisory firm?

Working with a CEFEX certified advisory firm allows you to select a firm that acts in your best interests. This certification also requires wealth management firms to develop processes that maximize quality and efficiency while providing a factual approach that allows us to make effective decisions based on market data.

What does the CEFEX assessment process look like?

CEFEX assessments are conducted by analysts who hold the Accredited Investment Fiduciary Analyst® certification and a minimum of the ASPPA 401(k) Administrator (QKA) designation for ASPPA certifications.

How can I set up an appointment?

You can easily set up your next appointment with us by filling out the contact form on our website or calling our offices directly. We look forward to providing you with excellent service and advice regarding your investments.

At BlueRock Wealth Management, we offer wealth management services 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, Newmarket, Saugeen Shores, and Owen Sound.

Request an Appointment