The sun is shining, the weather is warmer, and we’re all excited for some summer fun. As we head into this fun-filled season, we wanted to give you a quick update on our hours, provide some inspiration, and give you some helpful BBQ tips for those summer cookouts.
Our Summer Hours
All long weekends from now until Thanksgiving, we will be closed the Friday prior to the long weekend. While our holiday hours are always up to date on our website, you can also plan ahead from the following list.
Friday, June 28th – Long weekend closure
Monday, July 1st – Closed in observance of Canada Day
Friday, August 2nd – Long weekend closure
Monday, August 5th – Closed in observance of the Civic Holiday
Friday, August 30th – Long weekend closure
Monday, September 2nd – Closed in observance of Labour Day
Friday, October 11th – Long weekend closure
Monday, October 14th – Closed in observance of Thanksgiving
If you require assistance on a day when our office is closed but the markets are open, please call your advisor. Our advisors will be monitoring voicemails for investment inquiries on the days the markets are open, but you must speak with your advisor directly to move forward with any inquiries. We cannot proceed with voicemail or email instructions. Emergencies will also be responded to during our closure.
Get A Free Financial Life Plan for a Limited Time!
We’re waiving our standard $3,000 fee for a financial plan through August 31, 2024. Now is a perfect time to take a solid look at your future hopes and dreams and how we can help you achieve them. If you’re interested in taking advantage of this one-time savings offer, reach out to your advisor or click the link to get in touch.
Welcome, Michelle Freeling!
We’re thrilled to have Michelle on our staff. She has been a financial planner for over 12 years and has several industry designations, including Chartered Professional Accountant, Certified Financial Planner, and Registered Retirement Consultant. You can read Michelle’s full bio on our website if you’d like to learn more about her.
Planning Some Summer Fun Around the Grill This Summer?
Like many, we love a great meal outdoors when we can enjoy the gorgeous weather of the season. We asked our staff if they had any favourite barbecue ideas to share, and they did not disappoint!
- Sandy Coates— Slow-cooked smoked brisket and homemade cornbread
- Kim Furniss— Beef, veal, and pork burgers with old cheddar and crispy prosciutto and homemade magic sauce.
- Corrina Novotny— Roasted corn on the cob… on the barbecue!
- Neal Owen—Charcoal-grilled tomahawk steak with bleu cheese compound butter and a very full-bodied red wine
Small Business Owners – Are You a Rainmaker?
Even if you’re not planning to sell your business in the near future, this milestone is something that requires foresight and vision. We’ve partnered with ValueBuilder, an organization that offers incredible insights for small business owners who want to plan for the future. We thought we’d highlight a new resource that you may find interesting while considering your options. We hope you find it as insightful as we do!
Please note that you will be receiving monthly emails with interesting articles or the offer of other e-books. These emails will show the Value Builder name and come from Neal Owen. They are safe to open and enjoy.
We hope you have some time to enjoy the best of the summer season with friends and family. Please drop us a line if there is anything we can do to help.
*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