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.

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

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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 a referral arrangement with KAI Asset Management Inc. whereby we introduce our clients to the benefits of having a full discretionary managed account. For more information about KAI Asset Management Inc. and the services they provide, please contact us or visit their website at kaiasset.com.1

1KAI Asset Management 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.

Professional Portfolio Construction by KAI Asset Management Inc.

Discipline

We believe that only through disciplined investment analysis can a portfolio with characteristics of value and strength be built.

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.

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.

The Professional Portfolio Construction 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.

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, 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

Based on 20 reviews.
Jacob Lussier MSc PT
Jacob Lussier MSc PT
2021-04-20
Dave and the group at Rockmoor are amazing at what they do. You won't regret getting in touch with them!
Joe Foglia
Joe Foglia
2021-04-13
David & the Team at Rockmoor have been phenomenal for myself and our family with all of our insurance needs and financial advice. Within minutes of meeting David the first time, he taught us key points about annual insurance insurance payments saving us more than 8-12% interest that we had no idea about from a previous advisor for 10yrs. Very knowledgable, professional & truly wants what's best for his clients.
Shanon Kelley
Shanon Kelley
2021-04-07
I saw David LeNeveu for life insurance and was blown away with his knowledge and professionalism. He went out of his way to make sure I understood and worked within my budget and I would strongly suggest their services to anyone!
Rachelle McMann
Rachelle McMann
2021-04-02
My family and I have invested with Rockmoor Wealth Management for the past few years. I feel confident entrusting them with our portfolio. They have done a great job keeping us up to date and planning for our future.
Lauren Drzewiecki
Lauren Drzewiecki
2021-04-01
Dave & his team at Rockmoor have raised our standards of what financial advising should provide. We feel both financially empowered with the knowledge Dave has provided us on our insurance and investments, and assured our evolving needs and opportunities are being met in a timely manner.
Kristie Stefano
Kristie Stefano
2021-04-01
David LeNeveu & His team @ Rockmoor Wealth Management have consistently provided our family & small business with valuable knowledge & insight. Their dedication, vision & commitment to protecting, growing & evolving our investments has been greatly appreciated. Thank You for taking such great care of us.
D Ashe
D Ashe
2021-03-30
Clear and professional, made planning for the future straight forward and easy.
Melissa Track
Melissa Track
2021-03-30
I can’t say enough about Dave and his team at Rockmoor Wealth and would highly recommend them to everyone.
Dave Bare
Dave Bare
2021-02-14
My family and I have been working with David LeNeveu for the last few years and have been delighted with the service and the results of the investments that we have done with Rockmoor Wealth Management. Very careful attention to detail and professional, knowledgeable service is what you will find here. Highly recommended!
Adrian Spitters
Adrian Spitters
2020-02-21
I have known Terry for over 30 years. He’s a successful businessman, team builder and wealth advisor. I find him to be very ethical and transparent in his approach to delivering comprehensive wealth management services to his clients at the highest level. I’m very pleased to be a member of the Rockmoor Wealth Team.

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.

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.

Latest Blog

Why Should I Review My Life Insurance?

Why Should I Review My Life Insurance?

It’s important to review your life insurance regularly to ensure your policy is up-to-date and see if you require any coverage changes. Here are some reasons you may need to update your life insurance:
• You’ve gotten married or divorced or had a baby.
• You’ve changed jobs.
• You’ve taken on some debt.
• You’re supporting additional family members.
• You’ve bought a new home.
• A loved one has a change in their health.

“Final Pivot” – COVID-19 Emergency Benefits expire October 23rd, replaced by targeted supports

“Final Pivot” – COVID-19 Emergency Benefits expire October 23rd, replaced by targeted supports

On Thursday, October 22nd, Deputy Prime Minister and Finance Minister Chrystia Freeland announced the “final pivot in delivering the support needed to deliver a robust recovery.” This “Final Pivot” means several existing pandemic support programs for individuals and businesses will expire on October 23rd, 2021:

–  Canada Recovery Benefit (CRB) 
–  Canada Emergency Rent Subsidy (CERS) 
–  Canada Emergency Wage Subsidy (CEWS) 

When should I buy life insurance?

When should I buy life insurance?

Life insurance is something you can use at any age. Whether you’re in your 20s or approaching retirement, you can benefit from having life insurance. Our article, “When should I buy life insurance”? can help you understand:
• What the two main types of life insurance are – term and permanent
• When term insurance is better for you and when permanent insurance is
• How life insurance can benefit you at different ages
• What costs life insurance can help your loved ones’ cover

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