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Rockmoor Wealth Management
  • Corporate Services
    • Corporate Financial Planning
    • Corporate Insurance
    • Corporate Investments
    • GIC & High Interest Savings
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    • Personal Financial Planning
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You Just Inherited Money: What to Do First

You Just Inherited Money: What to Do First

by Rockmoor Wealth | Blog, insurance, investment

You Just Inherited Money: What to Do FirstComing into an inheritance is a strange mix of feelings. There is often grief, because the money usually comes after losing someone you care about. There can also be relief, pressure, or even guilt. On top of all that, you may...
Financial Checklist for New Parents in Canada

Financial Checklist for New Parents in Canada

by Rockmoor Wealth | Blog, insurance, investment

What to Do Financially When You Have a BabyA new baby brings a lot of joy, and a lot of new to-do lists. Most of them are about feeding schedules and car seats. But a few items on the list are about money, and they matter more than you might think.You do not need to...
What Is Participating Whole Life Insurance?

What Is Participating Whole Life Insurance?

by Rockmoor Wealth | 2026, Blog, insurance

What Is Participating Whole Life Insurance?Most people buy life insurance for one reason: to make sure their family is protected if something happens to them. But there is a type of life insurance that does something more – it builds value over time while you...
What Is Life Insurance and How Does It Work?

What Is Life Insurance and How Does It Work?

by Rockmoor Wealth | Blog, Estate Planning, Family, Life Insurance

What Is Life Insurance and How Does It Work?Have you ever wondered what would happen to your family’s finances if you were no longer here? It’s not an easy thought. But it is an important one. Life insurance is designed to protect the people you care about most if...
Tax Lines to Look Out For on Your 2025 Canadian Tax Return

Tax Lines to Look Out For on Your 2025 Canadian Tax Return

by Rockmoor Wealth | 2026, Blog

Tax Lines to Look Out For on Your 2025 Canadian Tax ReturnThe deadline for filing your 2025 income tax return is April 30, 2026. With several changes this year, from a lower federal tax rate to new benefits and eliminated credits, it pays to know what has changed...
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Latest News

  • You Just Inherited Money: What to Do First
  • Financial Checklist for New Parents in Canada
  • What Is Participating Whole Life Insurance?
  • What Is Life Insurance and How Does It Work?
  • Tax Lines to Look Out For on Your 2025 Canadian Tax Return

Head & Vancouver Island Office



E: david@rockmoorwealth.com


O: 250-667-4511
C: 250-618-0386


E: colton@rockmoorwealth.com



C: 604-619-2024



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

Head Office Info

Vancouver Office

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E: jamie@rockmoorwealth.com


C: 604-833-8852


1160 – 1090 W Georgia Street, Vancouver, BC, V6E 3V7
Canada

Vancouver Office Info

Calgary Office



E: steven@rockmoorwealth.com



O: 403-316-2828
C: 587-228-5743

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4838 Richard Road SW, Suite 300
Calgary, AB
T3E 6L1

Calgary Office Info

Winnipeg Office

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E: Adam@RockmoorWealth.com


C: 204-223-2166


1911 Portage Ave
Winnipeg, MB, R3J 0J3
Canada

Winnipeg Office Info

About Rockmoor Wealth Management

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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Disclaimer: Insurance products are offered and sold, jointly or separately through each separately licensed individual and/or their separately licensed companies and/or companies they are authorized to represent. Each are authorized to do business as LeNeveu Legacy Financial Inc. DBA Rockmoor Wealth Management. They are as follows: David LeNeveu, LeNeveu Legacy Financial Inc., Steven LeNeveu, Randi Touhey & Colton Cyr. Where and when appropriate, David LeNeveu, Colton Cry, Steven LeNeveu, Jamie Mclean, Adam Henry,  and/or Randi Touhey and/or their companies or companies they are authorized to represent, jointly or separately, may refer a client to a Registered Portfolio Management Company, Portfolio Manager, or Investment Counselor. Please be advised that the individual(s) and/or their company and/or the companies they are authorized to represent will receive a referral fee for this referral. The fee and arrangement are fully disclosed and can be found in the documents provided by the Registered Portfolio Management Company, Portfolio Manager, or Investment Counselor. David LeNeveu & his operating company, LeNeveu Legacy Financial Inc. DBA Rockmoor Wealth Management, Colton Cyr, & Steven LeNeveu are also a Deposit Broker Affiliate of Monarch Wealth GIC Services Inc. DBA GICdirect. If and when appropriate, they may suggest that you purchase a GIC from an appropriate Financial Institution. They and/or the company will be renumerated and may also receive ancillary compensation by the financial institution and/or Registered Deposit Broker, GICdirect, that provides the product you purchase

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