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.
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.
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 1
BCV Asset Management Inc.: For more information about BCV Asset Management Inc., please contact us or visit their website at bcvassetmanagement.com2
DeLuca Veale Investment Counsel Inc.: For more information about DeLuca Veale Investment Counsel Inc., please contact us or visit their website at delucaveale.com3
1KAI Asset Management Inc. is a Portfolio Manager and Exempt Market Dealer registered in the provinces of Manitoba, Saskatchewan, British Columbia, Alberta and Ontario. The firm is also registered as an Investment Fund Manager (IFM) in the provinces of Manitoba and Ontario. This communication is directed only to persons resident in those jurisdictions.
2BCV Asset Management Inc. is registered as a Portfolio Manager in the provinces of Alberta, British Columbia, Manitoba, Newfoundland & Labrador, Nova Scotia, Ontario, Prince Edward Island, Quebec, and Saskatchewan; as an Investment Fund Manager in Manitoba, Newfoundland & Labrador, Ontario, and Quebec; and as an Exempt Market Dealer in Manitoba, Newfoundland & Labrador, and Ontario. This communication is directed only to persons resident in those jurisdictions.
3DeLuca Veale Investment Counsel Inc. is registered as a Portfolio Manager and Exempt Market Dealer in the provinces of British Columbia, Alberta and Ontario. This communication is directed only to persons resident in those jurisdictions.
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.
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.
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.
Why A Buy-Sell Agreement Is Vital For Your Business
A buy-sell agreement is a legally binding document that sets out what must happen to a business if one or more of the owners is no longer involved. It is crucial for businesses as it protects both shareholders and the business itself in the event of a partner’s departure. A buy-sell agreement provides many benefits, including maintaining business continuity, minimizing disputes between remaining co-owners and the family of the departing owner, decreasing stress and uncertainty for all business owners, and protecting business assets and liquidity with a solid financial and tax plan.
Do you have enough for retirement?
Many of us dream of the day that we can retire and have the time to ourselves that we have dreamed of for so many years. But, to have a genuinely contented and relaxing retirement, you need to ensure that you have the means to afford it. So, now’s the best time to consider the three critical stages of retirement planning.
Tax Tips You Need To Know Before Filing Your 2022 Taxes
It’ll be time to file your 2022 taxes soon, and you must take advantage of every tax credit and deduction you can! Our article covers the following:
• Canada Workers Benefit.
• Claiming home office expenses.
• The tax deduction for zero-emissions vehicles.
• Return Of Fuel Charge Proceeds To Farmers Tax Credit.
• Eligible Educator School Supply Tax Credit.
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.