Financial Planning, Owen Sound, ON

We offer financial planning services to both individuals and businesses in the Owen Sound, ON area.

Financial PlanningManaging your assets and income while planning for the future can be a daunting process. At BlueRock Wealth Management, we are here to help you overcome the challenges associated with managing your finances with our financial planning services in Owen Sound, Ontario.

Our value-driven financial planning services can be applied to several different situations. For example, we can help you come up with a plan to meet your personal financial goals, help you ensure a comfortable financial future for yourself and your family with our retirement planning services, or help your business build a strong financial foundation with our services for businesses.

We realize that unless we understand your personal situation or your business’ situation, you will not be able to fully benefit from our financial planning services. For this reason, we will identify your objectives before we make any suggestions. We do this so you feel confident and comfortable working with us as you allow us to guide you and help you make critical financial decisions.

The approach we use while helping our clients plan their finances is based on the belief that any financial plan should be versatile enough to adapt to unforeseen changes. Whether we help you plan out your business’ finances or assist you as you reach your personal financial goals, we can continually customize your plan as your needs evolve and change over time.

To schedule a consultation with our team, please contact us at BlueRock Wealth Management today. We look forward to hearing from you.

Common Questions We Get Asked About Financial Planning

Managing your investments and solidifying a financial plan for your future are both important focuses as you look towards retirement and reaching your other financial goals. We have answered a few questions about our financial planning solutions and advantages below.

Is your firm CEFEX certified?

Yes! We are proudly CEFEX certified and follow the Global Fiduciary Standard of Excellence. This certification assures our clients that we will always act in their best interests.

Why should I work with a CEFEX-certified advisor?

Besides always acting in the best interests of our clients, CEFEX certifications allows us to be more transparent and informative about potential investment opportunities. By maintaining this certification, we continue to provide our clients with trusted advice in a safe environment.

Can you help with my retirement plan?
We can! We always recommend planning for retirement as early as possible, but wherever you are in life is a good place to start. Talk to our advisors about how we can enhance your retirement plan and financial planning objectives.
Is CEFEX certification required?

No, CEFEX certification is entirely voluntary, but we view it as an important designation that provides greater peace of mind to our clients while we actively manage their investments and provide financial advice.

How do I get started?

We are eager to talk to you about your investment and financial goals. To get started, set up an appointment with one of our trusted advisors by giving us a call or filling out the form on our website.

At BlueRock Wealth Management, we offer financial planning 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