Financial Advisor in Collingwood, ON

Unscrupulous Financial Advisors Caught on Camera: Don’t Fall Victim to Dishonest Dealings

Who can you trust with your money? The CBC recently did an investigative report into financial advisors, and it produced some astonishing results. Many people are taken advantage of every day, and they fall victim to hidden costs, unasked or unanswered questions, or financial advisors who are only concerned with making money, and not with doing what is in their clients’ best interest.

You can watch the full CBC report here.

Neal Owen, President of BlueRock Wealth Management, has over 30 years of experience as a financial advisor. He has a team of experts who work with you and specialize in areas such as insurance, financial planning, and health benefits. In short, our team can become an invaluable resource to you as you plan for your financial future.  We are proud to be transparent on all cost structures with you, despite no regulations existing that require us to do so. We take a unique approach to risk management called “behavioural planning”, which assesses your risk tolerance and ensures that this factor is taken into account before committing to any financial investment. At BlueRock Wealth Management, we are always upfront, honest, and only advise you to do things that are in your best interest. We guarantee that you can feel safe and secure when you choose to work with our financial advisors. Please contact us today for more information about our services.

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