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.
DIRECTOR OF SALES AND 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.
NEW BUSINESS DEVELOPMENT
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.
DIRECTOR OF BUSINESS ADMINISTRATION
Hardworking, tenacious and versatile are all words that would accurately describe Shari Leroux, BlueRock’s Director of Business Administration. Shari will bring a strength behind the scenes that is always required in a solid financial firm like BlueRock Wealth Management.
Sandra joined BlueRock Wealth Management Inc. in 2012, and has been a great addition to our Advisory team, with over 20 years of experience. She offers a client-focused approach to wealth management services.
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.
Eric brings a distinctive professional and academic background to the BlueRock Team. His academic accolades include a Bachelor’s Degree in Commerce, as well as his Investment Funds and Life Insurance accreditations.
Chris Eldred joined us in 2020, bringing with him 26 years in the financial industry. Some of his experience includes 6 years at Merrill Lynch and 2 years with a hedge fund in London.
CLIENT SERVICES REPRESENTATIVE
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.
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.