Financial Planning
Jocko is a Certified Financial Planner accreditation. He was trained by a large national financial company, and realized the short comings for clients and concluded ‘clients deserve something better’.
Jocko has aligned his business with some of the best investment opportunities available. His goal is to provide his clients with diversified, non-correlated investment solutions to not only protect their capital, but provide growth.
Tanner Financial Services is a professional insurance brokerage dedicated to insurance products and group benefit plans for small to medium sized businesses and individuals.
For small and medium sized businesses, we specialize in group benefit programs. We are one of the exclusive providers of the Chambers of Commerce Group Insurance Plan. The Chambers Plan is a not for profit group benefits plan that offers small businesses a stable and affordable group benefits program. Additionally, we can shop the market for our clients, with access to over ten of Canada’s leading group benefit providers.
For individuals, we offer life insurance, investments, financial planning, mortgages and personal health insurance and dental insurance. On the individual side, we deal with over twenty of Canada’s top insurance companies, allowing us to find our clients the coverage they want at the best possible price.
Our brokers are fully licensed and insured in the Province of Ontario, Canada.
The Dri Financial Group specializes in creating multi-generational wealth to enhance the lives of high-achieving entrepreneurs, families and professionals.
We VSRK Wealth Creator Private Limited Are one of the Best Financial Advisor in Delhi provides you services like Wealth Management Services Mutual Funds, Bonds, Corporate Fixed Deposits, Life Insurance, General Insurance, IPO’s / NCD’s, ELSS / Tax Saving Funds, Financial Planning. We are a team of well-qualified, exuberant, innovative and enterprising hard-core dynamic professionals, We Are Certified Financial Planner. We Are Certified by AMFI, IRDA working collectively toward a common goal and committed to offer our clients nothing but the best.
Quick Tax Ontario offers Free Tax Consultant for Self Employed Taxes, Tax Audit Services. Tax Planning Services as well as Corporate Tax Services at affordable rates.Call for a free, no obligation consultation. (647)971-5296 or visit http://www.quicktaxontario.ca
We offer a wide range of customizable services that can be packaged to meet your needs.
Budgeting and Cashflow reviews
Debt consultation
Fee-only financial planning
Investment planning
Investment portfolio second opinions
Retirement planning
Workplace pension consultation/advisory
Robo-advisor partnerships
Tax planning
Tax preparation (outsourced)
Home/Auto insurance reviews and planning
Life insurance reviews and planning
Estate reviews and planning
Significant life decision advisory (i.e. to rent or buy a home? can I afford to go back to school?)
Financial education seminars
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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