BlueRock Wealth Management

BlueRock Wealth Management Improve your company’s resiliency, flexibility, and longevity with financial guidance from BlueRock Wealth Management!

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 special

ize 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.

07/10/2026

At BlueRock Wealth Management, we believe it is important to take the time to understand what matters most to you and tailor your financial plan to your values.

Happy Canada Day! Today is the perfect chance to celebrate the great outdoors, time with family and friends, and all the...
07/01/2026

Happy Canada Day! Today is the perfect chance to celebrate the great outdoors, time with family and friends, and all the reasons we love living here. Whether you’re watching fireworks or enjoying a day off, make it one to remember.

With summer's official kickoff, we have lots of informative and exciting updates to share! Do have a look at our latest ...
06/24/2026

With summer's official kickoff, we have lots of informative and exciting updates to share! Do have a look at our latest newsletter to catch up on all the details. https://conta.cc/43RdnZP

Summer is officially calling! Our BlueRock Wealth Management office will be closed on Friday, June 26 and Monday, June 2...
06/22/2026

Summer is officially calling! Our BlueRock Wealth Management office will be closed on Friday, June 26 and Monday, June 29, but we will remain open on Wednesday, July 1. We hope you enjoy this long weekend with friends, family, or a little adventure of your own. Leave a message if you need to connect, and we’ll be sure to respond promptly.

Happy Father’s Day to all the dads, grandads, and father figures! Today is about celebrating the guidance, laughs, and s...
06/21/2026

Happy Father’s Day to all the dads, grandads, and father figures! Today is about celebrating the guidance, laughs, and support you share every day.

05/18/2026

We are honored to be nominated for the Top Advisory Firm (10 or more employees) in Canada! Hear from BlueRock Wealth Management's President, Neal Owen, and our team about what it means to be recognized for our high standards and unwavering commitment to our clients.

Happy Victoria Day! Whether your plans include a backyard BBQ or opening the cottage, we hope your day is filled with su...
05/18/2026

Happy Victoria Day! Whether your plans include a backyard BBQ or opening the cottage, we hope your day is filled with sunshine and good company. Here’s to enjoying the little things that make long weekends feel special.

The long weekend is almost here! We hope you have plans to relax, explore, or enjoy downtime with family and friends. Ou...
05/13/2026

The long weekend is almost here! We hope you have plans to relax, explore, or enjoy downtime with family and friends. Our BlueRock Wealth Management office will be closed on Friday, May 15 and again on Victoria Day. Don’t worry! If you need to reach your Advisor, leave a message and they will get back to you as soon as possible. Enjoy the start of summer!

05/11/2026

At BlueRock Wealth Management, we believe that financial success is built on a foundation of trust, dedication, and expert guidance. For over 43 years, our founder and CEO, Neal Owen, has led our team in providing industry-leading financial planning, estate planning, and wealth management services.....

Address

115 Hurontario Street, Ste 201
Collingwood, ON
L9Y2L6

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Website

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