Welcome, Summer!

The warmer weather is here, and we welcome the cautious optimism that grows with re-opening plans. We wanted to touch base as we welcome summer with a quick update and some helpful information.

BlueRock Wealth Summer Office Hours

BlueRock Wealth Summer Office Hours

We’ve updated our hours on the website, and wanted to share those hours here with you, too! The goal is to give our team a bit of flexibility over the next little while. That means that we’ll have some extended long weekends between now and October, but we’ve got things covered should you need our help.

 

Canada Day – Thursday July 1 – *Closed Friday July 2
Civic Holiday – Monday August 2 – *Closed Friday July 30
Labour Day – Monday September 6 – *Closed Friday September 3
Thanksgiving – Monday October 11 – *Closed Friday October 8

Should you require Investment Assistance during one of our Long Weekend Friday closures, please call Shari Leroux 705 443-5599 ext.1231

Investment instructions may only be placed by speaking directly with our office.

All other inquiries to our team members will be responded to upon reopening of the office on the first business day post-long weekend.


 

Summer Reading List

We’ve read some excellent books and have polled the team to gather recommendations to share with you as you start to consider your summer reading list.

Summer Reading List


Wherever You Go, There You Are: Mindfulness Meditation in Everyday Life by Jon Kabat-Zinn

This is a daily reference to help keep things in perspective (especially in the last year or so!) This book has stood the test of time in helping millions of people with stress reduction, mindfulness, and keeping your day-to-day in perspective. A must-have for every household!

 


Outside, You Notice by Erin Alladin

A perfect book for kids who are interested in the natural world around them (or who think chickens are born at the grocery store?) Parks, backyards, or forests… The world around us is full of wonder!

 


The Great Alone by Kristin Hannah

A Kim Furniss pick – she couldn’t put it down! Set in 1974, this page-turner is about a family seeking a new start in Alaska.

 


The Boy, The Mole, The Fox and the Horse by Charlie Mackesy

This one is a great gift for new parents (or seasoned parents looking for a fresh perspective). We loved the illustrations and the life lessons woven into this delightful read.

 


Where the Crawdads Sing by Delia Owens

If you missed this charming read on one of the many celeb book lists, we’re putting this back out there! A perfect summer book for a weekend of relaxing and losing yourself in a good story.

 


The Men They Will Become: The Nature and Nurture of Male Character by Eli H. Newberger, M.D.

Written by a pediatrician, this book offers decades of insight (and experience!) into what shapes male characteristics into personality. This book holds its standing 20+ years later, and we think it’s a must-read for those with sons and grandsons in their lives.

 


 

From the Blog

 

5 Good Practices to Keep Expenses in Check

After so many changes to the way we spend our money in the last year+, we really appreciated some perspectives about some good practices on how to keep your overall expenses in check. You can read the blog on our website!


We Remain Open… Virtually

We’re keeping the home fires burning at the office and will look forward to having you in as soon as we’re able. In the meantime, know that we’re here for phone and/or video meetings until we can see you face to face. Keep an eye on our site (or get in touch!) for updates about when we’ll be open for in-person meetings again. In the meantime, we wish you a fantastic summer!

We Remain Open… Virtually

 

 

Neal Owen | President
BlueRock Wealth Management Inc.

Neal Owen
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.

Request an Appointment