Colin Brock Email & Phone Number

I have been working in the wealth management industry for 24 years, with a focus on helping clients identify and obtain their financial goals. I specialize in providing written financial plans that are driven by a conservative, risk managed investment strategy. What I Can Do For You:My main objective is to build a relationship for life with my clients based on trust, as I guide them along their financial journey. A financial plan is not the end point but a lifelong endeavour.At the heart of any financial plan are the investments that drive the strategy. Since 2008 I have specialized in utilizing portfolio techniques that focus on risk management and downside protection and not index tracking. I have tailored a conservative portfolio strategy that has the goal of “winning by not losing”. I will review your current life and disability insurance to ensure the programs you have in place are right for you. I have access to various specialists and utilize their expertise as part of my total process. They include estate specialist, insurance experts, equity analysts, fixed income analysts, high net worth and business transition specialists. I work with your accountant and lawyer to ensure your plan’s strategies are tax efficient and appropriate for your individual situation. I view myself and these experts as all part of your financial team working together on your behalf.

Listed skills include Retirement Planning, Wealth Management, Estate Planning, Investment Strategies, and 27 others.

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  University Of Guelph

  Natural Resource Management