Financial Planner

BlueRock Wealth Management
“Rethink the way you invest”

It is a reality that not all financial planners are created equal, and at BlueRock Wealth Management in Collingwood, Ontario, we pride ourselves on being different. We stand out to clients like you for all the right reasons by offering financial planning services and values-based investing techniques to ensure that you achieve your financial goals.

With 30 years of experience in the Georgian Bay Community, you can turn to us for business financial planning or personal planning advice to ensure your retirement or business succession goes smoothly.

At BlueRock Wealth Management, our financial planners can help you achieve your goals. We promise to give you the personal attention you need to create a solid financial future for yourself or your business.

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(705) 443-5599
115 Hurontario Street, Ste 201, Collingwood, Ontario, L9Y 2L9, CA
http://bluerockwealth.ca
MC Financial
Financial Advisor – Mortgage Broker – Insurance Broker

We are firm believers that a financial advisor must have the desire to help their clients along with the required skills and knowledge to do so. Our main objective is to develop lasting relationships with our clientele to help them achieve their short- to long-term goals.

Through a variety of solutions we are able to offer a holistic approach to financial management – from investment planning to wealth protection and mortgages.

To us, it is simple, client’s needs come first.

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3438883228
4473 Innes Road, Orléans, ON, Canada, Suite 402D
3438883229
Insite CPA Logo
In addition to the full range of accounting and tax services, we offer exceptional financial and estate planning. We combine proper financial guidance with first-rate tax planning to put our clients in the best financial position possible. At Insite CPA, we work hard to support and guide our clients to reach their highest aspirations.

Insite CPA is a firm like few others in Canada.

While the filing of tax returns is something that must be handled each year, we believe that good accountants earn their fees by providing exceptional tax planning. The right approach can put thousands of additional dollars in your pocket each year.

In addition to the full range of accounting and tax services, we offer exceptional financial and estate planning. We work for you, our client, and we never compromise what is best for the client for any reason. We do not make money selling you investments or insurance so you can be guaranteed we put your interests first, period.

We combine proper financial guidance with first-rate tax planning to put our clients in the best financial position possible. At Insite CPA, we work hard to support and guide our clients to reach their highest aspirations. Our firm was founded on the mission to make exceptional tax and financial planning available to everyone, not just the wealthy. This mission has allowed us to create a unique service, that makes accounting simple and affordable.

Our services include, assurance, accounting, Canadian tax, US tax, personal tax, corporate tax, tax planning, estate planning, financial planning, business advisory services, financial statements, CRA correspondence and bookkeeping.

“As both a Chartered Professional Accountant and a Certified Financial Planner, I saw the need to combine the two disciplines into a cohesive, client-focused approach. Insite CPA was founded on the idea that almost anyone can reach their highest financial aspirations with the right guidance, and they can do it more rapidly than they ever thought possible.” -Alex MacKenzie, Owner of Insite CPA

(403) 685-1000
909-17th Ave SW, Suite 400
insitecpa.ca
(800) 685-8814
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Financial Freedom Ohio, LLC
Financial Freedom, LLC is a Wealth Management Company that is fee only based, meaning that the company does not except commissions from companies they recommend in your financial planning.

Financial Freedom, LLC is a Wealth Management Company that is fee only based, meaning that the company does not except commissions from companies they recommend in your financial planning. Their phone number is 1-800-503-9500 or you can visit them at 5 Great Valley Parkway, Suite 210 Malvern, PA 19355.

(513) 697-6400
8044 Montgomery Road #700
http://www.finfree.com/
Financial Freedom Ohio, LLC
Financial Freedom, LLC is a Wealth Management Company that is fee only based, meaning that the company does not except commissions from companies

Financial Freedom, LLC is a Wealth Management Company that is fee only based, meaning that the company does not except commissions from companies they recommend in your financial planning. Their phone number is 1-800-503-9500 or you can visit them at 5 Great Valley Parkway, Suite 210 Malvern, PA 19355.

(937) 458-3661
2661 Commons Blvd
http://www.finfree.com/
Manulife Securities Incorporated
Smart Financial Planning, Investing, and Tax Smart Strategies.

With over 30 years of combined investment experience, we create long-term financial plans and investment strategies tailored to each one of our clients. With a focus on tax, courtesy of our in-house Chartered Professional Accountant (CPA), our aim is to create wealth and to ensure that you keep more of your hard earned money. Our office is conveniently located out of downtown, but central to where our clients live and work. Providing people with written financial plans, a clear investment strategy and great service has made us a success in the industry. We typically work with clients whose investment portfolios total $500,000 or more. As an independent Manulife Securities Incorporated office, we have the backing of one of the biggest companies in Canada while providing our clients with customized financial plans and investment solutions.

(403) 220-9808
1717 10 Street NW, #107, Calgary, Alberta, T2M 4S2, Canada
(403) 220-9809