Fall is one of the most beautiful seasons here in Ontario and a favourite for many because it is the season of harvest and Thanksgiving. Like many, you are likely excited to enjoy the scenery around Georgian Bay and the surrounding communities by hiking, biking, and collecting the local bounty from gardens and local producers.
As you enjoy this fleeting but magical season, take a minute to review our office hours for the upcoming Thanksgiving weekend. We’ve also included some tips for enjoying this season in our area, some staff tips, and a couple of articles we think you’ll find interesting.
Thanksgiving Office Hours
Please note that we will be closed on both Friday, October 7th and on Monday, 10 October. We would be happy to help with your meeting requests and answer inquiries during our business hours ahead of and after the long weekend. We will monitor voicemail on Friday as the markets are open, so if something is urgent, leave us a message and we will return your call as quickly as possible.
Recent Blogs to Check Out
We recently posted two new blogs you may find interesting:
Do you communicate emotionally or rationally? Understanding how you respond to people and situations in the moment can be a valuable tool. Learn more about why your communication style matters in our recent blog.
What’s the secret to living longer? The answer isn’t a new diet, walking a certain amount every day, or other typical advice. Check out our blog on how you can make living a long, fulfilling life possible.
Autumn Fun for ALL Ages
Sweater weather abounds, so make sure you take in some of the best our area has to offer. There’s so much to see and do in the area this time of year, and with the apple harvest in full swing, as well as many seasonal farms open for picking, wagon rides, cider pressing, and more, there’s something fun to do for all ages. Here are some of our top seasonal activities to try out this year:
- Scandinave – Blue Mountains—This spa is a local favourite, and if you’ve lived in the area for a little while, you’re probably already familiar with their incredible services. That being said, fall is a great time to pay a visit because it’s typically less crowded and you can take in the autumn scenery.
Quarterly & Annual Statements Update
We have been receiving feedback from our clients recently confirming what they should expect by mail from PEAK. Please note that we cannot control the compliance mailings that come through PEAK and/or individual fund companies. PEAK Statements are now sent quarterly, so you should receive notification if you requested electronic delivery on or about the third week following the end of the quarter the statement is available. If you switch your preferences to electronic statements with PEAK, you can reduce the amount of paper in the mail. You may find this advantageous if the volume of mail is your main concern, and you support environmental concerns. Paper statements will be sent on or about the third week following the end of the quarter.
Please let us know if you are not sure how your statements are scheduled to be sent to you according to set preferences with PEAK. We can update your preference to suit your needs as required.
Contact Us at Any Time
We love the changing of the seasons and everything fall has to offer. We want to wish you a wonderful Thanksgiving and a great fall season with your family and friends. We are grateful for all of our clients and your ongoing support. Please don’t hesitate to let us know if we can help with anything to do with your account with us – contact us at your convenience.
*Please note that replies to this email address are not monitored in real time. Please 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
The information contained herein was prepared by BlueRock Wealth Management Inc. This information has been obtained from sources we believe are reliable but is not guaranteed. The opinions expressed herein do not necessarily reflect those of PEAK Investment Services.