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BlueRock Wealth Management Owner verified
115 Hurontario Street Ste 201 Collingwood, ON, L9Y 2L9Last time updated: 11/28/24, 5:14 AM
About
Live life your way with the thoughtful, expert financial planning from BlueRock Wealth Management. Our team of knowledgeable associates offer a full suite of financial services for every step in your personal life and business’s journey. From corporate planning to retirement preparation, we concentrate on creating a practical, sound road map to help you reach your financial destination. We specialize in creating clarity, confidence, and focus and understand the true value of your wealth cannot be measured in monetary terms alone. Enrich the quality of your life and the people around you with our personal and business financial planning solutions backed by more than 30 years of experience in Collingwood, Ontario.
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FINANCIAL LIFE PLANNING
Our team will provide you with reliable tax and estate planning expertise specifically catered to your unique personal situation and needs in Collingwood, ON.
CORPORATE PLANNING
Our risk management specialists in Collingwood, ON will provide you with options that can protect your family and lifestyle, including various forms of insurance.
With our personal finance services in Collingwood, ON, we can help you develop a plan that accounts for your specific objectives.
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Frequently Asked Questions
Which days is BlueRock Wealth Management open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
What languages does BlueRock Wealth Management specialize in?
English.
What are BlueRock Wealth Management main services?
Corporate Benefits, Employee Benefits, Individual Health Insurance, Group Pensions, Corporate Planning, Business Overview Analysis, Corporate Reorganization, Retirement Compensation Arrangements, estate planning, Financial life planning.
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