There is nothing like the beauty and renewal of the spring season, and everyone at our office is excited for the warmer weather after a long winter. We want to give you a quick update on our office hours for Easter, as well as introduce you to some of our new team members and provide some additional information about what’s new with us.
Our Office Hours for Easter
Our office will be closed on Friday, March 29 for Good Friday (the markets are closed as well). We’ll be back in the office and returning correspondence on Monday, April 1. You can view our hours here.
Welcome to Our New Team Members
2024 is off to a great start with some valuable additions to our team! We are always looking for excellent talent, and we look forward to what our new team members can bring to our firm and the great service they can provide to our clients.
Steve Brent –Sales Manager—With over five decades of experience in financial services, Steve will lead a team of financial advisors while putting his extensive skills with professional selling practices, leadership, and organizational effectiveness to good use.
Kira Saunders – Licensed Assistant—Kira has spent the last nine years as an executive assistant at Investors Group. She recently earned her CFIC and brings a wealth of knowledge and experience to our team.
Ryan Rybarczyk—Intern—Ryan is a financial planning student who has experience owning and running his own business – he is ready to try new things and is very motivated and detail-oriented.
Venki’s Visit Was a Great Success
(Stay Tuned for Another Even in the Fall!)
We recently welcomed Venki Raman to our office for a small event, and it was a great success! Venki’s engaging and accessible knowledge of how to view life through the lens of success and failure, leadership and self was very inspiring. We thoroughly enjoyed his presentation on how to access our most inspired selves through habits and practices we can control in our day-to-day to access happiness and a sense of flow in our lives.
Stay tuned for another event in the fall with him! To learn more about Venki or get on the list for our next event, visit our site.
Our New Website is Live!
We recently redesigned our website to reflect some changes in our business. We hope you like the new design! If you have any feedback that would help you get more out of the information on our site, please drop us a line. Take a look at our new site by clicking here.
Check Out Our New Blog on International Women’s Day
We recently celebrated International Women’s Day on March 20 and wanted to share some interesting industry data. We look at the question: “Are women and men really that different when it comes to investing?” Read our blog article that takes a closer look at this topic.
We hope you have a wonderful spring season and look forward to helping you make progress with your financial life goals in the coming months. As always, please don’t hesitate to reach out to us or your advisor if you have questions or need assistance.
*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