Who We Are
Brock Wealth takes a great satisfaction in offering individualized guidance and support. With over 25+ years of experience, we have developed a practice that helps our clients identify and achieve their financial goals. We work with families on a multigenerational level with business owners, corporations and non-profit organizations.
What We Do
Our Services
Build Your Future
Committed to Quality
We understand how stressful it can be to plan for your future. After all, your money didn't come with instructions. So, how are you to know how to invest it wisely, plan for the future and safeguard your family and assets? This is where we come in. Our proprietary process (EFP) will create an "Evolving Financial Plan" that is unique to you; and delivered in a manner that is straightforward and easy to understand.
Why Brock Wealth Management?
Dedicated to You
It all starts with getting to know you, identifying your goals and providing unbiased advice on how to achieve your goals. We know inactivity is costly when it comes to your wealth. We will work with you to implement our recommendations. We create long-term relationships with our clients as we guide them along their financial journey. After all, a financial plan is not an end point, but a lifelong endeavour.
Services
Every plan is custom made to meet the needs of each individual client. It encompasses a holistic approach that focuses on retirement planning, education planning, risk mitigation, estate planning, major purchase planning and business succession. We revisit, update and monitor the plans, in real-time, during our client review meetings.
Retirement Planning
Tax Minimization
Business Succession
Education Planning
Risk Mitigation