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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
    • Personal Insurance
    • Personal Investments
    • GIC & High Interest Savings
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Understanding the Registered Education Savings Plan (RESP)

Understanding the Registered Education Savings Plan (RESP)

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

Planning for your child’s education can be both exciting and overwhelming. The rising costs of post-secondary education make it important for parents and families to consider the financial tools available to help ensure children have the opportunity to pursue their...
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Education Savings Plan:Benefit from tax-free savingsProvided that the earnings that you make from investments are not withdrawn from the RESP, you will not pay any tax on them, giving you the opportunity to grow your savings...
Registered Education Saving Plan- Video

Registered Education Saving Plan- Video

by Rockmoor Wealth | Registered Education Savings Plan

2021 Financial Calendar

2021 Financial Calendar

by Rockmoor Wealth | 2021, Blog, personal finances, RDSP, Registered Education Savings Plan, Retirement, RRSP, tax, Tax Free Savings Account

We’ve put together a financial calendar for 2021. It contains all the dates you need to know to make the most of your government benefits and investment options. Whether you want to bookmark this or print it out and post it somewhere prominent, you’ll have everything...
Personal Tax Planning Tips – End of 2020 Tax Year

Personal Tax Planning Tips – End of 2020 Tax Year

by Rockmoor Wealth | 2020 Only, Blog, Charitable Gifting, Coronavirus, Coronavirus - Associates, Coronavirus - Practice Owners, Coronavirus - Retired, Coronavirus - Retiring, Coronavirus - Students, Disability, disability insurance, Family, financial advice, Financial Planning, Health Benefits, pension plan, RDSP, Registered Education Savings Plan, RRSP, tax, Tax Free Savings Account

Now that we are reaching the end of the tax year, it’s an excellent time to review your finances. We’ve listed below some of the critical areas to consider and provide you with useful guidelines. We have divided our tax planning tips into five sections:...

Latest News

  • 2025 British Columbia Tax Rates
  • Tax Tips for Filing Your 2024 Income Tax Return
  • Bank of Canada Announces Interest Rate Cut Amid Economic Uncertainty
  • 2025 Canadian Controlled Private Corporation Tax Rates
  • 2025 Canada Money Facts

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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