As another harvest season arrives, we want to wish you and yours a happy Thanksgiving. Take a few minutes to read about some updates happening at BlueRock Wealth Management and learn some useful information we have curated for you.
Our Thanksgiving Holiday Hours
Our office will be closed on Friday, October 11 and Monday October 14 in observance of Thanksgiving. If you need to reach us, please call your advisor directly, and they will return your call as soon as possible.
Tom Deans, Presented by BlueRock Wealth Management
Check your inbox for an invite to our upcoming event! We are thrilled to welcome Tom Deans, a New York Times bestselling author, as a speaker for our clients. Please RSVP via the link we have sent out, and feel free to bring along a family member, friend, or customer who may find his advice helpful.
Tom just released his third book, and we found many important points you can take away and apply to your estate and succession planning considerations. Reach out if you did not receive your invite. We look forward to seeing you there!
Introducing: Jessica Hawkins, M.A., ACC, Mediator | Conflict Resolution Specialist
We are excited to introduce Jessica Hawkins, who will be working alongside our team to support our clients. For over a decade, she has worked in conflict transformation and solution-focused methodologies. Whether working with people to navigate family business dynamics, estate planning, or sensitive financial decisions, Jessica’s experience as an accredited coach, facilitator, and mediator ensures discussions remain constructive, clear, and focused on your priorities. Contact us for more details if you are interested in learning more about Jessica’s services.
Financial Life Planning: Big Banks May Not Have Your Best Interests in Mind
Still on the fence about working with big banks for big financial decisions? Our latest blog covers all you need to know when choosing a financial life planning partner.
Consider Those in Need This Holiday Season
Remember those in need here in our community as you make plans to gather for the upcoming holiday. While non-perishable food donations are always appreciated, monetary donations help those in our community with food security, shelter, and support. Here is a short list of organizations that offer resources to those in need locally:
Want to Volunteer? We Have Some Ideas!
There are always opportunities to get involved, regardless of your background, interests, or areas of expertise.
- Affordable Housing Task Force – Collingwood: The Town of Collingwood is accepting volunteers on their Affordable Housing Task Force to help address the needs in our communities. You can apply on their website.
- Big Brothers Big Sisters of Grey Bruce: After a hiatus in our community for a few years, Big Brothers Big Sisters of Grey Bruce has extended its services back to western Simcoe County. Learn more about their offerings here.
- Georgian Good Food Box: This invaluable organization has been providing affordable, nutritious monthly food boxes for purchase for 30 years and is seeking volunteers to help pack and deliver monthly orders, AND they are also seeking a board member. Get more details here.
- Hospice Georgian Triangle: Since 1987, the Hospice Georgian Triangle and the Hospice Georgian Triangle Foundation rely on more than 100 volunteers. They provide orientation and training for a variety of positions, so you don’t have to have a medical background or previous experience. Learn more on their website.
- My Friend’s House: The Collingwood women’s shelter can always use a hand in various ways. Learn about how you can support their cause on their website.
We Are Thankful for You This Thanksgiving Season
As fall is upon us and Thanksgiving arrives, we want to extend our thanks to you as our client. We hope this holiday season finds you well and that you find opportunities to show gratitude to those you love.
*Please note that replies to this email address are not monitored in real time. Contact us via our site or reach out to your advisor directly for a timelier response.
Neal Owen | President
BlueRock Wealth Management Inc.
Financial Advisor | PEAK Investments Service Inc.
115 Hurontario Street, Suite 201 PO Box 185
Collingwood, Ontario L9Y 3Z5
Bus: 705-443-5599 x1241
Fax: 705-445-2643
www.bluerockwealth.ca