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Financial Planning & Wealth Management in Calgary

Rockmoor Wealth proudly serves clients in Winnipeg and throughout Manitoba. Our team provides comprehensive advice for retirees, professionals, and business owners who want to make confident financial decisions.

Serving Clients Across Calgary and Alberta

From our Calgary office on Richard Road SW, we offer personalized retirement, investment, and insurance strategies for families and businesses across the province. Whether you’re approaching retirement, building corporate wealth, or planning your estate, our advisors deliver clarity and confidence every step of the way.

Comprehensive Wealth Solutions in Calgary

At Rockmoor Wealth’s Winnipeg office, we provide a full range of financial strategies for both individuals and business owners. Whether you’re building personal wealth or optimizing your corporation’s finances, our team delivers clear, actionable advice.

Adam Henry, Winnipeg Financial Advisor at Rockmoor Wealth

Steve LeNeveu, PFP

Financial Planner – Calgary Office

Steven brings extensive experience working with individuals, families, and business owners across Alberta. His approach is rooted in education, clarity, and long-term planning, helping clients make confident financial decisions at every stage of life. With deep knowledge of insurance, investments, and corporate planning, Steven works closely with Calgary-based clients to build strong, sustainable wealth strategies.

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Proudly Serving Clients Throughout Calgary and Alberta

We work with clients across Calgary — including Signal Hill, Aspen Woods, Marda Loop, Mount Royal, Kensington, and surrounding areas — providing tailored strategies to help them grow and protect their wealth. No matter where you’re located in Alberta, our advisors are here to support your financial goals with clarity and confidence.