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Rockmoor Wealth Management
  • Corporate Services
    • Corporate Financial Planning
    • Corporate Insurance
    • Corporate Investments
    • GIC & High Interest Savings
  • Personal Services
    • Personal Financial Planning
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    • Personal Investments
    • GIC & High Interest Savings
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Registered Education Savings Plan

Registered Education Savings Plan

by Rockmoor Wealth | Blog, investment, Registered Education Savings Plan

Benefits of opening an Registered Education Savings Plan:Benefit from tax-free savingsProvided that the earnings that you make from investments are not withdrawn from the RESP, you will not pay any tax on them, giving you the opportunity to grow your savings...
Understanding Tax-Free Savings Accounts (TFSAs)

Understanding Tax-Free Savings Accounts (TFSAs)

by Rockmoor Wealth | Blog, investment

A Tax-Free Savings Account (TFSA) is an investment vehicle available to Canadian residents. It offers numerous benefits, including tax-free growth of your investments and tax-free withdrawals. Before you decide to open a TFSA, it’s essential to understand the...
Retirement Planning

Retirement Planning

by Rockmoor Wealth | Blog, Family, Health Benefits, Life Insurance, retirees, Retirement, RRSP

Most of us understand the benefits of sensible retirement planning. Still, it doesn’t feel relatively straightforward when it comes to creating your retirement strategy and putting it into effect. The reality is that, while there are lots of variables to...
Why A Buy-Sell Agreement Is Vital For Your Business

Why A Buy-Sell Agreement Is Vital For Your Business

by Rockmoor Wealth | Blog, Business Owners, Buy Sell

Why A Buy-Sell Agreement Is Vital For Your BusinessThe purpose of a buy-sell agreement is to establish a set of rules or actions (that are legally binding) for what must happen to a business if one or more of the business owners is no longer involved. Why does my...
Do you have enough for retirement?

Do you have enough for retirement?

by Rockmoor Wealth | Blog, pension plan, retirees, Retirement, RRSP, Tax Free Savings Account

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...
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Latest News

  • Registered Education Savings Plan
  • Understanding Tax-Free Savings Accounts (TFSAs)
  • Retirement Planning
  • Why A Buy-Sell Agreement Is Vital For Your Business
  • Do you have enough for retirement?

About Rockmoor Wealth Management

Located in Nanaimo on Vancouver Island, Rockmoor Wealth Management is a team of wealth management specialists with decades of experience specializing in providing quality financial advice in areas of financial planning, investments and insurance.

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Contact

1-250-618-0386

Info@RockmoorWealth.com

204-5160 Dublin Way
Nanaimo, BC, V9T 0H2
Canada

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