As another Collingwood summer approaches, we’re looking forward to everything that makes this season special. Whether you’re spending time on the water, enjoying fresh local produce, travelling, or making memories with family and friends, we hope you have plenty of opportunities to enjoy the months ahead.
Summer Office Hours and Long Weekends
To give our team some well-deserved downtime while continuing to serve our clients, our office schedule will look a little different over the summer months.
- Our office will be closed on Friday, June 26, and Monday, June 29. We will be open on Canada Day (Wednesday, July 1).
- Our office will be closed on Friday, July 31, ahead of the Civic Holiday weekend.
- Our office will be closed on Friday, September 4, ahead of Labour Day weekend.
If you require assistance on any of these dates, please contact your Advisor directly. Advisors will monitor voicemail and respond to urgent requests.
OFFICE HOURS POSTED ON OUR WEBSITE
We’re Honoured to Be Recognized
We’re proud to share that BlueRock Wealth Management has been nominated for Wealth Professionals’ Top Advisory Firm in Canada (10+ Employees category). This recognition reflects the dedication of our team and the trust our clients place in us every day. Thank you for being part of our journey.
Meet Our New Team Members
We’re excited to welcome two talented professionals to the BlueRock team.
Mark Sampson, CFP, CLU, CEA, CHS – Financial Planner
Mark brings extensive experience helping individuals, families, and business owners build confidence in their financial future. His focus on comprehensive planning and personalized advice makes him a valuable resource for clients working toward long-term financial success.
READ MARK’S BIO
Lisa Bunney – Associate
Lisa joins BlueRock with a passion for client service and a commitment to creating positive experiences for everyone she works with. Her attention to detail and supportive approach help ensure our clients receive the exceptional service they deserve.
READ LISA’S BIO
An Evening with Tom Deans
Last month, we were thrilled to host another outstanding event with Tom Deans. His ability to combine practical insights with engaging stories always creates meaningful conversations. The discussion between Tom and Neal during the Q&A was a highlight of the evening. If you’d like a copy of Tom’s latest book, The Happy Inheritor, please reach out to our team, and we’ll be happy to arrange one for you.
Local Business Spotlight: Anthem Supplements
We’re proud to support fellow local businesses. Anthem Supplements is a family-owned, independent business with more than a decade of industry experience. Their knowledgeable team offers products for all ages, lifestyles, and activity levels, including many specialty supplements not available elsewhere in our area. If you’re in Collingwood, stop by and visit them at 510 First Street.
Follow Neal on LinkedIn
Neal has recently committed to sharing more insights, ideas, and resources through LinkedIn. Whether you’re thinking about family legacy planning, business succession, or your long-term financial future, you’ll find valuable content designed to help you make informed decisions and stay focused on what matters most.
Featured Blog: Empowering Women Through Financial Planning
Financial literacy creates confidence, independence, and opportunity. Our latest blog explores why financial planning matters for women and how greater financial knowledge can benefit families and future generations.
Thank you for being part of the BlueRock Wealth Management family. We wish you a safe, relaxing, and memorable summer, and we look forward to staying connected throughout the season.