BlueRock Wealth Management

Finance · Canada · 11-50 Employees

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Overview

Headquarters

115 Hurontario St Ste 201, Collingwood, ...

Phone Number

(705) 443-5599

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About BlueRock Wealth Management

BlueRock Wealth Management provides tailored financial management solutions aimed at reducing financial stress and adapting to life changes for clients at every stage. Their services include financial life planning, estate planning, corporate planning, and various insurance options, catering primarily to successful professionals and entrepreneurs in the Georgian Bay area. The company emphasizes a holistic approach to financial planning, focusing on both financial and non-financial priorities to help clients achieve their personal and business goals. With over 30 years of experience, BlueRock Wealth Management is dedicated to enriching the quality of life for their clients and their families.Explore more
BlueRock Wealth Management's Social MediaPopular SearchesBlueRock Wealth Management IncBluerock Wealth ManagementBluerock Wealth Management LtdBlueRockBlueRock WealthSIC Code 62,628NAICS Code 52,523Show more

BlueRock Wealth Management Org Chart

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Lesley Murray, Chief Operating Officer at BlueRock Wealth Management
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Chief Operating Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

BlueRock Wealth Managemen...

<$5M
11-50
Private
-
1984
Lesley Murray, Chief Operating Officer at BlueRock Wealth Management
Lesley MurrayChief Operating Officer
<$5M
11-50
Private
-
2015
JM
Jennifer MassieAdministrative Assistant
<$5M
11-50
Private
-
2011
SP
Stephanie PowerFinancial Advisor
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1974
N/A
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

BlueRock Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

BlueRock Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about BlueRock Wealth Management.

BlueRock Wealth Management Tech Stack

A closer look at the technologies used by BlueRock Wealth Management

BlueRock Wealth Management News & Media

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Frequently Asked Questions Regarding BlueRock Wealth Management

What is BlueRock Wealth Management's official website?
BlueRock Wealth Management's official website is www.bluerockwealth.ca
What is BlueRock Wealth Management's Revenue?
BlueRock Wealth Management's revenue is <$5 Million
What is BlueRock Wealth Management's SIC code?
BlueRock Wealth Management's SIC: 62,628
What is BlueRock Wealth Management's NAICS code?
BlueRock Wealth Management's NAICS: 52,523
How many employees does BlueRock Wealth Management have?
BlueRock Wealth Management has 11-50 employees
What industry does BlueRock Wealth Management belong to?
BlueRock Wealth Management is in the industry of: Finance, Securities Trading
What is BlueRock Wealth Management competition?
BlueRock Wealth Management top competitors include: WYVERSTONE PLANNING Group, Sweatman Insurance & Retirement Services, Mark Matsumoto, Harbour Financial Group
What technology does BlueRock Wealth Management use?
Some of the popular technologies that BlueRock Wealth Management uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact BlueRock Wealth Management?
BlueRock Wealth Management contact info: Phone number: (705) 443-5599 Website: www.bluerockwealth.ca
What does BlueRock Wealth Management do?

BlueRock Wealth Management provides tailored financial management solutions aimed at reducing financial stress and adapting to life changes for clients at every stage. Their services include financial life planning, estate planning, corporate planning, and various insurance options, catering primarily to successful professionals and entrepreneurs i... n the Georgian Bay area. The company emphasizes a holistic approach to financial planning, focusing on both financial and non-financial priorities to help clients achieve their personal and business goals. With over 30 years of experience, BlueRock Wealth Management is dedicated to enriching the quality of life for their clients and their families.Read More

What are BlueRock Wealth Management social media links?
BlueRock Wealth Management Linkedin page BlueRock Wealth Management Twitter page BlueRock Wealth Management Facebook page
Is BlueRock Wealth Management a public company?
BlueRock Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about BlueRock Wealth Management

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