We love the changing seasons we experience here in beautiful South Georgian Bay and look forward to spring’s arrival every year at the conclusion of a long winter. While you are likely looking ahead to everything summer brings, stop and smell and daffodils and marvel at the blossoms as we come out of this snowy winter. We hope you’ll find some good information in our spring update, including our Easter weekend office hours, tips about fund transaction receipts by mail, an update about our team, and an article about life vs. mortgage insurance.
Happy Easter!
This year, we will be closed on Friday, April 15 to observe Good Friday. The markets will be closed as well, so we can help with any of your needs before Thursday, April 14 at 4:30 or when we return on Monday, April 18. You can always locate our posted office hours here.
Tips From The Team
Our team members often receive calls from frustrated clients in regard to transaction confirmation receipts arriving by mail. Unfortunately, fund companies are obligated to mail these receipts out to remain compliant with Canadian regulators. We would love to tell you we can stop them, but neither we nor the fund companies have control over this action. Thank you for your understanding.
Welcome Back Corrina Novotny
We are happy to announce that Corrina will be rejoining BlueRock Wealth Management as a financial advisor after taking leave to try some new adventures. She was an asset to our team previously and will be a great addition to our team once more! Please see our team page to learn more about each member of our exceptional team.
BlueRock Team Full Biographies
Life Insurance vs. Mortgage Insurance
After you purchased your home, you may have been solicited by your lender to purchase mortgage insurance. You may wonder if you actually need this type of insurance, if you still need life insurance, and how these two forms of insurance differ. We recently wrote a post on the difference between life and mortgage insurance, and it is worth checking out as you make decisions about your personal insurance portfolio.
We’re Always Happy to Help
As always, we are here to help with the impacts of life changes that affect your life insurance needs, estate plan, investment portfolio, or even alternative banking. Just contact your advisor (or give the office a call), and we will be happy to assist you.
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
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.
