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.

Tony Lupo

VICE PRESIDENT

Versatile, strategic and distinguished, Tony is BlueRock Wealth Management Inc.’s co-founder of BRM Lending and Vice President of Business Administration.

Karen Emslie

CLIENT AND ADVISOR SERVICES

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

SALES AND MARKETING

Vision, creativity and driven are words that come to mind when describing Kim. As the Sales and Marketing 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

CLIENT AND ADVISOR SERVICES

Hardworking, tenacious and versatile are all words that would accurately describe Shari Leroux, BlueRock’s Client and Advisor Services. Shari will bring a strength behind the scenes that is always required in a solid financial firm like BlueRock Wealth Management.

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.

Sandra Shoebridge, CLU, CHS, QAFP professional

ASSOCIATE

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 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.

Derek Wiens, CLU, CFP

ASSOCIATE

Driven and a hard working Wealth Mentor dedicated to helping others, Derek has enjoyed joining our team of Associates at Bluerock Wealth.

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.

Mike Krause

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.

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