We know that working with a financial planner in Collingwood, ON can not only secure your financial well being, but also give you greater peace of mind.
In today’s uncertain economy, financial planning is becoming more and more important. Creating a solid financial plan helps you see the big picture and set both short- and long-term financial goals, which is an essential step in mapping out your financial future. At BlueRock Wealth Management Inc., we know that working with a financial planner can not only secure your financial well being, but also give you greater peace of mind.
Although there are many reasons why you should seek the assistance of a financial planner, we believe there are certain situations that warrant the help of a professional, such as:
- You want to know how to manage your finances effectively but aren’t entirely sure where to start.
- You are looking for clarity and confidence when making decisions involving your finances.
- You don’t have time to dedicate to doing your own financial planning.
- You have already developed a plan, but want a professional opinion on its potential for success.
- You lack sufficient expertise in areas like insurance, investments, retirement planning, or taxes.
- You recently experienced a major life event, such as marriage, divorce, or birth of a child.
Regardless of whether you turn to us for help with personal financial planning, corporate financial planning, retirement planning or estate planning, your BlueRock financial planner will create a customized proposal designed specifically to meet your needs. They will also help you determine your specific financial personality, so you feel confident and comfortable making decisions about your finances.
In addition to creating a specific financial plan, your financial planner is also prepared to work with your lawyer and accountant to make sure everything is in proper order. To find out more about how we can secure a solid financial future for you or your business in Collingwood, Ontario, contact us today at BlueRock Wealth Management Inc.
Common Questions About Working with a Financial Planner
Working with a financial planner can help you effectively work towards your investment goals and plan for major life milestones, like retirement. We have answered a few questions we frequently get from our clients below.
Is your investment firm CEFEX certified?
Yes! We have taken the time to become CEFEX certified. This certification inspires our firm to constantly improve our internal processes and procedures to better serve the interests of our clients.
Why does CEFEX certification matter?
Because our investment firm is CEFEX certified, we are required to always do what is best for our clients. This requirement increases our transparency and helps us define our clients’ investment goals in a trusted, safe environment.
Is CEFEX certification voluntary?
Yes! As an investment firm, we are not required to obtain and maintain this certification, but we choose to in order to provide exceptional service and investment solutions to our clients.
Why should I work with a financial planner?
Managing your finances independently can feel like you are trying to swim and barely keep your head above water. We can help you streamline your investment goals and introduce you to options that will help you successfully achieve them.
At BlueRock Wealth Management, our financial planners serve 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.