BlueRock Team

Neal Owen

PRESIDENT

As the founder and president of BlueRock Wealth Management Inc., Neal takes pride in the practicality within his approach to finances.

Steve Brent

SALES MANAGER

Steve brings a comprehensive and diverse background and experience that spans over 5 decades in professional financial services.

Karen Emslie

ASSOCIATE

A consummate professional with an eye for detail, Karen is the Client and Advisor 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.

Kim Furniss

MARKETING AND OPERATIONS

Vision, creativity and driven are words that come to mind when describing Kim. She looks after Marketing and Operations 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.

Sandy Coates

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.

Shari Leroux

ASSOCIATE

Hardworking, tenacious and versatile are all words that would accurately describe Shari Leroux. Shari brings industry experience, strength and knowledge that is always required in a solid financial firm like BlueRock Wealth Management.

Jeremy

Jeremy Nicholls, CFP

FINANCIAL AND ESTATE PLANNING CONSULTANT

Working within the financial planning industry since 1999, Jeremy brings a depth of planning experience to BlueRock’s clients. He is a Certified Financial Planner (CFP®) by background, and more recently,

Allan Minaker, CLU, CFP, CH. F.C.

ASSOCIATE

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 Hamm

ASSOCIATE

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.

Corrina Novotny

ASSOCIATE

Corrina Novotny brings a wealth of knowledge from the financial sector with her return to BlueRock Wealth Management. She offers precision and honesty in combination with 10+ years of experience as a financial advisor.

Kira Saunders

LICENSED ASSISTANT

At BlueRock Wealth Management, we couldn’t be happier to have Kira Saunders, a Licensed Assistant on our team. She obtained her CFIC in 2022 after spending nine years as an executive assistant at Investors Group.

Ryan Rybarczyk

INTERN

Highly motivated and reliable with an excellent understanding of the financial services sector. These are all characteristics of Ryan Rybarczyk, our current intern.

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