Protect Grow Prosper
Rockmoor Wealth Management in Nanaimo 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.
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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.
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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.
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Discipline
We believe that only through disciplined investment analysis and asset management can a portfolio with characteristics of value and strength be built.
Quality
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.
Balance
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.
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.
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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 the licensee’s duties as a life insurance agent, can only be executed by an individual registered and certified as a Certified Financial Planner (CFP).
Each individual professional, David LeNeveu, Terry Gwilliam, & Adrian Spitters, have specific designations, professional skills and qualifications. Please ensure to ascertain that the professional(s) you engage with have the designations and qualifications 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.
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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.
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