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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Professional Portfolio Construction

via KAI Asset Management Inc.

Discipline

We believe that only through disciplined investment analysis 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.

These are for illustrative and information purposes only and were created by KAI Asset Management Inc. for the sole purpose of KAI Asset Management Inc clients and one should not take it as investment advice or instruction.

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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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 and planning services.

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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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