DIRECTOR OF CLIENT SERVICES
A consummate professional with an eye for detail, Karen is the Director Of Client Services for BlueRock Wealth Management Inc. Her presence in the financial industry since 1984 has led Karen to experience success in all facets of her career.
VICE PRESIDENT OF BUSINESS ADMINISTRATION
Versatile, strategic and distinguished, Tony is BlueRock Wealth Management Inc.’s co-founder of BRM Lending and Vice President of Business Administration.
DIRECTOR OF MARKETING
Vision, creativity and driven are words that come to mind when describing Kim. As the Marketing Director at BlueRock Wealth Management Inc, her keen sense of knowing which trends will catch the eye of the consumer has been an unparalleled asset for the team.
EXECUTIVE ASSISTANT TO NEAL OWEN
Sandy is the Client Relations and HR representative at BlueRock Wealth Management Inc. since 2014. Her zest for customer satisfaction and overall client appreciation for services rendered is a driving force behind her passionate approach.
A seasoned veteran of the financial world, Sandra has been working numbers since 1991. A key aspect of Sandra’s success has been her ability to specialize in the intricate details of financial planning.
Allan has joined BlueRock Wealth Management Inc. after years of being President of his own successful Wealth and Corporate Benefits firm. He is a great asset to our Advisor team with over 34 years of experience.
EXECUTIVE ACCOUNT MANAGER – CORPORATE BENEFITS
Mike joined Bluerock Corporate Benefits January 2016. He is helping to spearhead a strong service department and sales team for the ever-changing corporate benefits industry.
The newest member of our Client Services team, Carolyn Khoo, has over 20 years of professional financial services experience working throughout all of Ontario, including in Barrie, Midland, Toronto, Orillia, and Wasaga Beach.