In an effort to refine and streamline our financial management solutions, there is always something new and exciting developing at BlueRock Wealth Management. Read on to find out what’s new with us, as well as updates to our services and hours this upcoming season.
From the Desk of Neal Owen Concerning Market Volatility
Recently there has been more concern than normal with market volatility. We understand that this can be stressful, so we have published an article on our site to help give some perspective on the recent markets. Read more here.
Our Summer Hours
Our office will be closed on the Fridays preceding long weekends this summer (from Victoria Day through to Labour Day.) All other Fridays during the summer, our office will be open during regular business hours (8:30 a.m. to 4:30 p.m.).
Team News
We are excited to announce that Carolyn Khoo is the newest member of our Client Services team! She has been working in the financial industry for 20+ years in various positions, including at mutual fund call centres, in brokerage administration, and at boutique financial planning firms as an executive assistant. In her free time, Carolyn enjoys volunteering, walking her schnoodle, and visiting friends and family in Northern Ontario.
Chris Adams will also be returning to his role as an associate after helping support the client services team for the last six months. Find out more about our team members here!
We Are Working on Going Paperless
To help out the environment and streamline our operations, we recently partnered with DocuSign to manage most of the paperwork produced by our office. As part of our ongoing initiative to always put our clients first, DocuSign’s capabilities allow us to focus more on our clients, instead of paperwork, and provide the convenience of signing documents anywhere, anytime. With the ability to automatically route and upload documents, DocuSign’s capabilities will also offer our team and our clients a much higher level of security when dealing with sensitive and private information.
Communication DNA and Why We Use It
We want to pair you with the best financial planner on our team, which is why we have partnered with DNA Behavior to help you create a DNA profile. By answering a short personality questionnaire, we can gain a better understanding of your core values and pair you with the BlueRock team member who will take the best approach to your wealth management, financial values, risk tolerance, and emotions. Our job is to maintain your best interests, and we know using communication DNA will help us achieve this goal.
Feel Free to Give Us a Call
We want to work with you to help you build a better financial future! If you have questions about any of our company updates or want to schedule a consultation with a member of our team, please feel free to call us at BlueRock Wealth Management.