Financial freedom means different things to each person. For some, it is being able to visit every nation on the planet; for others, it is owning that dream cottage to pass down through the generations.And certainly, there are a multitude of other scenarios that vary depending on individual or family needs and desires.
BlueRock Wealth Management’s newest associate Prity Driedger understands each of her clients requires personalized service and advice. It’s why she builds relationships first and worries about the financial figures second.
“All of us want to build and sustain enough wealth to fulfill our dreams and feel confident in our family’s future,” she explains. “However, what that means to each of my clients can be quite different. This is the reason I find out more about them and their families before ever offering any advice.”
This bespoke service is how Prity, and BlueRock Wealth Management, help clients achieve their financial goals. Whether the plan is to create generational wealth or to be able to take that European adventure in two years, they can help create a customized plan to suit those needs.
Prity, who recently joined the BlueRock team, says she loves being part of a family-run business. This is part of what drew her to the company. She loves offering a client-centric approach to wealth management.
“They treat us like family and understand the value of work-life balance,” she says. “And that is how we approach meeting our clients, like we’re helping family who need our expertise.”
BlueRock’s personal and corporate services include a wide range of financial and estate planning and management services.
Prity brings a lifetime of experience in a variety of industries, including corporate strategies and management, to this role. Combined with her financial education, it gives her the breadth of knowledge necessary to offer sound advice to her clients.
“Building a relationship with my clients includes earning their trust,” she explains. “I’m an open book with them and happy to share what I’ve learned over the years. I’ve managed many businesses of my own and I have a deeper understanding of the corporate side, as well as the personal side of wealth management.”
Prity and her fellow BlueRock advisors ensure their clients have all the tools and information required to make good decisions, while being aware of opportunities, risks and benefits in this fluctuating financial world.
TEXT CHRIS OCCHIUZZI
PHOTOS ANDREW FEARMAN
