Protect Grow Prosper
Rockmoor Wealth Management was established to protect our clients' assets while creating growth and long-term prosperity through our high-quality wealth management and planning services. We pride ourselves on the quality of the wealth management services that we offer to our discerning clients, from families to business owners. At the heart of our service lies the provision of clear and trusted advice in the areas of investments and insurance, with the aim of supporting our clients in making well-reasoned and strategic decisions to increase their wealth.Meet With Us
Our overriding goal is to work in partnership with you throughout the wealth planning process to develop a sophisticated and comprehensive financial plan which grows with you and your family. We will analyze your current situation, support you to define your future goals and then continuously work with you to monitor and amend your plan to make sure that it fits your needs.Learn More
We understand that smart wealth management planning isn’t just about the returns on your investments but about building and maintaining an integrated master plan. This plan will take into account all aspects of your financial life: from investment and taxes to legacy wishes. It is customized to seamlessly suit your personal needs.Learn More
Professional Portfolio Construction
We believe that only through disciplined investment analysis can a portfolio with characteristics of value and strength be built.
Our investment process accounts for key quantitative and qualitative factors which help us identify companies that exhibit high levels of stability yet maintain a proven ability to grow.
To help achieve this objective we place a high degree of importance on diversification, financial strength, global exposure, and skilled management when building investment portfolios.
Rather than offer our clients generic, mass-market financial solutions, we work exclusively with a small number of privileged clients who benefit from the expertise of skilled wealth management specialists. With our professional qualifications, we are highly experienced in creating close and trusted partnerships with clients and delivering innovative solutions.Learn More
Rockmoor Wealth Management was established to protect our clients’ assets while creating growth and long-term prosperity through our high-quality wealth management and planning services.Learn More
Based in Nanaimo, BC, we are a team of wealth management specialists with decades of experience specializing in providing quality financial advice in areas of financial planning, insurance and investments. Book a meeting with us directly to learn how we can help you with your finances.Learn More
News & Events
Accessing Corporate Earnings
One of the financial planning issues that business owners face is how to access their corporate earnings in a tax efficient way. Please contact us to learn how we can get more money in your pocket than in the government's.
Financial Planning for Business Owners
Financial Planning for business owners is often two-sided: personal financial planning and planning for the business. Business owners have access to a lot of financial tools that employees don't have access to; this is a great advantage, however it can be overwhelming too. A financial plan can relieve this. A financial plan looks at where you are today and where you want to go. It determines your short, medium and long term financial goals and how you can reach them. For you, personally and for your business.