Brightrock Financial Inc wants to hear from you!

Please use this form to update your contact information and to help us serve you better.

Every year

Every 5 years

Each time there is a change on my policy (don't worry, we already do this!)

I will contact you when I have a material change such as marriage, birth of child, sickness, death or change in my financial situation

I never want to hear my insurance advisor

Insurance planning - is this the best insurance policy for my situation?

Conservative investment strategies for my short term savings goals

Aggressive investment strategies for my long term savings goals such as retirement

Private equity investing in alternative asset classes such as real estate, land and other businesses

Business planning to get the most tax efficiency from my corporation

Estate planning and how to efficiently pass my wealth on to the next generation

A second opinion on my investment portfolio

A full comprehensive financial plan that looks at cash flow, insurance, investments, retirement plans, tax planning and estate planning

Keep me informed on industry updates and general knowledge

Please do not contact me except for changes on my existing policy

Immediately to provide me a summary of my policy I have with Brightrock Financial

When my policy requires an update or if there is a change on my policy

To discuss some other financial planning tools such as an investment overview, retirement plans or business planning