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.
Personal Services
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.
Corporate Services
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.
Mistakes That Business Owners Make
Download this free guide to learn how to avoid these simple and potentially devastating mistakes business owners make every day.
At Rockmoor Wealth Management, we work with our clients in identifying financial services options which are based on each individual’s specific needs. When it comes to investment and portfolio management solutions, we have established referral arrangements with the investment firms below, whereby we introduce our clients to the benefits of having a full discretionary managed account.
KAI Asset Management Inc.: For more information about KAI Asset Management Inc., please contact us or visit their website at kaiasset.com
BCV Asset Management Inc.: For more information about BCV Asset Management Inc., please contact us or visit their website at bcvassetmanagement.com
DeLuca Veale Investment Counsel Inc.: For more information about DeLuca Veale Investment Counsel Inc., please contact us or visit their website at delucaveale.com
Modern Advisor Canada Inc.: For more information about Modern Advisor Canada Inc., please contact us or visit their website at modernadvisor.ca
Our Expertise
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.
Disclaimer: The title, Financial Planner, or the performance of financial planning, described as providing objective, integrated and comprehensive advice following an assessment of an individual’s current financial situation and current and future financial needs, except as is required in the performance of a licensee’s duties as a life insurance agent, can only be executed by an individual who has the education, experience, license(s), registration(s), and/or designation(s), held in good standing, to support this representation.
Each individual professional, David LeNeveu, Colton Cyr, Steven LeNeveu, Jamie Mclean, Adam Henry & Randi Touhey, have specific designations, professional skills, and qualifications. Please ensure to ascertain and to obtain the disclosure(s) from the professional(s) you engage with have the designation(s), education, experience, and qualification(s) that you seek.
Testimonials
Our Philosophy
Rockmoor Wealth Management was established to protect our clients’ assets while creating growth and long-term prosperity through our high-quality wealth management, asset management, and planning services.
Our Team
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.
Latest Blog
The RDSP: A Long-Term Savings Tool Canadian Families and Individuals Should Know About
The federal government has contributed $5.1 billion in grants and $2.1 billion in bonds to Registered Disability Savings Plans since 2008 — yet only 23% of eligible Canadian children aged 0 to 18 have one. Here’s how the RDSP works, how much the government match can add each year, why starting early matters, and what the latest 2024 data reveals about the families already benefiting.
Immediate Finance Arrangement
For Business Owners seeking permanent life insurance coverage, an Immediate Finance Arrangement may be a good way to own life insurance while still maintaining access to funds in case you need it.
An Immediate Financing Arrangement (commonly known as an IFA) is a financial planning vehicle which combines life insurance coverage with tax advantaged wealth accumulation.
You Just Inherited Money: What to Do First
Coming into an inheritance can feel like a gift and a weight at the same time. Before you make any big moves, take a breath. Here is a calm, step-by-step look at what to do first with money you inherit in Canada, from taxes to smart next steps.
5 Retirement Mistakes You Need to Know Today
Download this free guide to learn how to avoid these simple and potentially devastating mistakes Canadians make every day.