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.

Learn More

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.

Learn More

Professional Portfolio Construction

by KAI Asset Management Inc.


We believe that only through disciplined investment analysis and asset management 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.

The above example is for illustrative and information purposes only and should not be interpreted as investment advice or instruction. It was created by KAI Asset Management Inc. for its clients.

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.

Learn More

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, Terry Gwilliam, & Adrian Spitters, 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.

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 in Nanaimo.

Learn More

Our Team

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
Subscribe To Our Newsletter

Subscribe To Our Newsletter

Join our mailing list to receive the latest news and updates from our team.

You have Successfully Subscribed!