Independence: An Asset Setting BlueRock Advisors Apart from Banks
April 11th, 2017

Independence: An Asset Setting BlueRock Advisors Apart from Banks

MESSAGE FROM BLUEROCK’S MANAGEMENT TEAM

You may have heard that some employees at Canada’s largest banks have reported that high-pressure tactics may have been used to ensure they meet their sales targets.

According to several articles, bank employees have complained about having to push products and services without obtaining clients’ express consent or ensuring their best interests are served.

A few articles on this subject topic:

As you know, pressure tactics to meet sales targets run counter to the core values Bluerock has defended since it was founded.

We are proud to offer our independent financial advice to serve the best interest of our clients.

BlueRock Independent Advisors do not have to deal with:

  • sales quotas or pressure to meet sales targets,
  • proprietary products (so that no products are promoted over others),
  • incentives to offer certain products or services.

In the present circumstances, we congratulate you on having made this choice to work with an independent advisor.

True independence is the key to the success of your services. We are pleased to be able to assist you on a daily basis so that we can serve your best interest.

We firmly believe that all individuals who entrust their money to a financial institution, whichever one it may be, should be able to do so confidently.

The trust that individuals place in their financial Advisor must not be shaken. They should receive financial advice that is in their best interests and not in the best interest of the Advisor or the institution.

In short, in the midst of the current media attention, we reassure you: you are in great hands with us.

Thank you for placing your trust in BlueRock Wealth Management.

Sincerely,

The Management Team

Bluerock Wealth Management