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...
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...
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...
Estate Planning Options: Leave a Legacy by Gifting to Charities
Estate planning is a necessity of life for people of all ages. Whether you are new to estate planning or have revised your plan multiple times, have...