As the days grow longer and the first signs of spring start to appear, it’s a natural time to reflect, refresh, and look ahead. This season of renewal often inspires people to revisit their plans and goals for the months and years ahead. We are always here to help you make thoughtful decisions that support your long-term vision.
Our Good Friday Office Hours
Please note that our office will be closed on Good Friday, April 3rd, as the markets will also be closed that day. Our team will return on Monday, April 6th, and we will respond to any messages or correspondence as soon as we are back in the office. We hope you enjoy the long weekend!
Reintroducing Some Familiar Faces
We’ve had the pleasure of introducing some of our newest members in the past few newsletters. In this issue, we’d like to shine a light on a couple of the dedicated professionals who have been supporting our clients for many years.
Karen Emslie
Associate—Since 2008, Karen has been an essential member of our team. As an Associate, she plays an important role in supporting clients to ensure they stay focused on their financial and life goals. She is known for her attention to detail, organizational expertise, and commitment to providing a positive client experience.
Sandy Coates
Executive Assistant to Neal Owen, Human Resources Lead, New Business Development Representative—Sandy joined our team in 2014 and quickly became a key member. In her multifaceted role, she supports Neal Owen directly while also overseeing human resources initiatives and helping coordinate new business opportunities. Sandy’s professionalism, energy, and strong organizational skills help keep many moving parts running smoothly behind the scenes.
Upcoming Event: Tom Deans
We are excited to share that we will be hosting Tom Deans, a New York Times bestselling author, for a special event this spring. Tom will be speaking about the “Great Canadian Wealth Transfer,” drawing insights from his three acclaimed books on estate and succession planning. More details will be coming soon, so keep an eye on your inbox for your invitation.
Thinking About Downsizing?
For many, spring is a time when big life decisions start to take shape, including whether it might be time to downsize. If you have been thinking about making a change to your home or living situation, there are several important factors to consider. You may find our recent blog insightful.
Your financial plan plays a key role in helping you evaluate this decision. Housing market conditions, retirement lifestyle goals, travel plans, and even supporting family milestones can all influence whether downsizing makes sense. If this is on your mind, we invite you to schedule a time with your advisor to review your life planning goals.
Small Business Spotlight
When we encounter small businesses that truly go above and beyond, it is always worth sharing. We are excited to highlight two businesses that recently impressed us with their exceptional service and dedication.
- Matson Plumbing—Finding reliable tradespeople can sometimes be a challenge, which is why we’re happy to introduce Matson Plumbing. Serving the South Georgian Bay area, they have built a reputation for dependable service and professional workmanship. If you are looking for a trustworthy plumbing team, they are worth keeping in mind.
- Wedding Cake Cottage—Are you planning a special gathering in the Bayfield or Grand Bend area? Wedding Cake Cottage offers a unique private dining experience. In addition to wedding packages, they specialize in hosting memorable brunches, lunches, and dinners with a private chef.
If you know of a small or medium-sized business that could benefit from being featured and that might improve the lives of our clients, please let us know.
Supporting You Every Step of the Way
As always, thank you for being part of the BlueRock Wealth Management community. Whether you are reviewing your plans, exploring new opportunities, or simply enjoying the change of seasons, we are here to support you every step of the way. We look forward to connecting with you soon.e of PEAK Investment Services.