Contact

To Book An Appointment –

Janea Dieno, Wealth Advisor  – Click here for her calendar (existing clients only): calendly.com/brightrock

  • Janea will review your financial plans including your retirement plan, investment strategy and insurance plans
  • For new clients, please contact the office at 306-979-5000 to schedule a 30 minute introduction call

Jordan Macpherson, Associate Advisor – Click here for her calendar: calendly.com/insurance_brightrock

  • Jordan will review your existing insurance policy with you
  • Jordan will complete your insurance application with you

For NEW clients –

  1. You will start with a 15 minute phone call with Janea Dieno so we can find out more about you and what you are looking for.
  2. After our phone call we can schedule a time to get together.  You will be asked to bring in some of your documents to prepare your financial plan.
  3. Please contact the office at 306.979.5000 to schedule a call.

For EXISTING clients –

To review your investment, insurance and financial plans, please select from the above!

Alternatively, please feel free to call our office anytime at 306.979.5000.

 

Brightrock Financial
Suite 114 – 3502 Taylor Street East
Saskatoon, SK S7H 5H9

Office Tel: (306) 979-5000
Fax: (306) 956-3872