succession planning

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
Workman White Business Strategies
Workman White is a business consulting and coaching firm that specializes in business finances, succession planning, and employee compensation. workmanwhite.com

Workman White is a business consulting and coaching firm that specializes in business finances, succession planning, and employee compensation.
Workman White Business Strategies exists to guide business owners to successfully build, protect, and, eventually, sell their business. We can help you navigate through important business issues with grace and confidence. We offer turnkey solutions so that our clients build a successful company and leave an inspiring legacy. We take great care in each engagement because we know that important challenges need viable solutions, not just for your business, but for your future.

(512) 844-9660
901 S. Mopac Expressway, Bldg 1, Suite 300, Austin, TX, 78746, USA
https://workmanwhite.com/