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Rockmoor Wealth Management
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Are you on the right track with your investments?

Are you on the right track with your investments?

by Rockmoor Wealth | Asset Allocation, Blog, investment, Investment Planning

When the market is going up, investors frequently develop unrealistic expectations about what kind of long-term yields they can expect from their investments. Before the stock market crash in 2008, investors often saw returns of 15 to 20 percent, and they thought...
Why A Financial Advisor Makes a Difference in Net Returns Over DIY Investing

Why A Financial Advisor Makes a Difference in Net Returns Over DIY Investing

by Rockmoor Wealth | Asset Allocation, Blog, investment, Investment Planning

You’ve likely heard of online services that offer DIY investing where technology and algorithms make all the decisions. And you may have wondered – is it worth hiring a financial advisor when you can save on fees with a DIY approach? We’ll explain the primary...
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...

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  • Bank of Canada Announces Interest Rate Cut Amid Economic Uncertainty
  • 2025 Canadian Controlled Private Corporation Tax Rates
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Head & Vancouver Island Office

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E: david@rockmoorwealth.com

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O: 250-667-4511
C: 250-618-0386
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E: colton@rockmoorwealth.com

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C: 604-619-2024

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

Vancouver Office

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E: jamie@rockmoorwealth.com

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C: 604-833-8852
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1160 – 1090 W Georgia Street, Vancouver, BC, V6E 3V7
Canada

Calgary Office

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E: steven@rockmoorwealth.com

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O: 403-228-3663
C: 587-228-5743
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218-4000 4th Street SE Building 200
Calgary, AB, T2G 2W3
Canada

Winnipeg Office

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E: Adam@RockmoorWealth.com

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C: 204-223-2166
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300-185 Carlton St,
Winipeg, MB, R3C 3J1

Canada

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, Norman Terrance Allan Gwilliam, TG Consulting Inc. & Colton Cyr. Where and when appropriate, David LeNeveu, Colton Cry, Steven LeNeveu, Jamie Mclean, Adam Henry, Norman Terrance Allan Gwilliam, 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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