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Rockmoor Wealth Management
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Tax Reform Solutions

Tax Reform Solutions

by Rockmoor Wealth | Business Owners, David LeNeveu, Life Insurance, Tax Planning

It has been almost impossible to ignore the headlines and articles discussing the current Canadian government’s proposed tax reforms. These changes have far-reaching and unintended consequences for the very core of the Canadian economy; small business owners, which is...
Critical Illness – A Disappearing Opportunity?

Critical Illness – A Disappearing Opportunity?

by Rockmoor Wealth | Business Owners, Critical Illness Insurance, David LeNeveu, Insurance Planning, Living Benefits

Critical Illness – A Disappearing Opportunity? A sobering fact that many Canadians are all too familiar with: Nearly 1 in 2 Canadians will be diagnosed with cancer in their lifetime. This very frightening statistic is also something that the majority of Canadians are...
The Problem With Mutual Funds

The Problem With Mutual Funds

by Rockmoor Wealth | Asset Allocation, David LeNeveu, Investment Planning, Retirement Planning

The problem with mutual funds if you’re not using portfolio management services, is that your portfolio of investments in your RRSPs, TFSAs, and other accounts likely hold a number of mutual funds that have been picked by yourself, suggested by a friend, or...

Latest News

  • 2023 Year-End Tax Tips and Strategies for Business Owners
  • 2023 Personal Year-End Tax Tips
  • First Home Savings Account (FHSA): What You Need to Know
  • Investing as a Business Owner 2023
  • Registered Education Savings Plan

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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