BlueRock Wealth Management Federal Budget 2019 Commentary
The Team at Bluerock Wealth Management would like to provide the attached Federal Budget Commentary 2019 for your reading pleasure. It clearly outlines all of the changes moving forward for the year. Although some of the aspects of the budget may not pertain to you or your family directly, they... Read More
TFSA Limits Changed for 2019
Each year brings changes that can affect financial planning, so the beginning of the year is a good time to reassess your portfolio to be sure that you are still poised to hit your objectives or if one of those changes has either positively or adversely affected your plans. One such change that... Read More
Check Out Our Recent Feature About Financial Planning in On the Bay Magazine!
Back in 1984, our president, Neal Owen, founded BlueRock Wealth Management, and has since established our financial firm as the top source for sound financial advice and planning solutions in the Collingwood, Ontario area. Recently, Neal was thrilled to provide some of his insight regarding... Read More
How the U.S. 2017 Tax Cuts and Jobs Act Affects Canadian Snowbirds
If you’ve heard that the changes to the corporate capital gain tax rate that may impact Canadians who own real estate in the U.S., we thought that this article may be helpful. It gives an overview of information that may inform your understanding of the changes. If you are a Canadian citizen who... Read More