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  • Contact Us
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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2024 Financial Calendar

2024 Financial Calendar

by Rockmoor Wealth | 2024, Blog, Business Owners, financial advice, Financial Planning, Individuals, personal finances, Professional Corporations, Professionals, retirees, tax

2024 Financial CalendarWelcome to our 2024 financial calendar! This calendar is designed to help you keep track of important financial dates and deadlines, such as tax filing and government benefit distribution. You can bookmark this page for easy reference or add...
Retirement Planning

Retirement Planning

by Rockmoor Wealth | Blog, Family, Health Benefits, Life Insurance, retirees, Retirement, RRSP

Most of us understand the benefits of sensible retirement planning. Still, it doesn’t feel relatively straightforward when it comes to creating your retirement strategy and putting it into effect. The reality is that, while there are lots of variables to...
Do you have enough for retirement?

Do you have enough for retirement?

by Rockmoor Wealth | Blog, pension plan, retirees, Retirement, RRSP, Tax Free Savings Account

Many of us dream of the day that we can retire and have the time to ourselves that we have dreamed of for so many years. But, to have a genuinely contented and relaxing retirement, you need to ensure that you have the means to afford it. So, now’s the best time...
2021 Comparing TFSAs and RRSPs

2021 Comparing TFSAs and RRSPs

by Rockmoor Wealth | 2021, Blog, Family, Individuals, investment, retirees, RRSP, tax, Tax Free Savings Account

If you are seeking ways to save in the most tax-efficient manner available, TFSAs and RRSPs can both be effective options for you to achieve your savings goals more quickly. However, each plan does have distinct differences and advantages / disadvantages. We’ve...
Benefits of Consolidation

Benefits of Consolidation

by Rockmoor Wealth | Blog, Business Owners, Corporate, Family, Individuals, investment, retirees, RRSP, tax, Tax Free Savings Account

When putting together your financial plan, there is no question about the benefits of consolidation. It’s common to have your finances all over the place. Savings at the bank, investments with several financial institutions, retirement savings at another. The...
Comparing TFSAs and RRSPs – 2020

Comparing TFSAs and RRSPs – 2020

by Rockmoor Wealth | 2020 Only, Blog, Family, Individuals, investment, retirees, RRSP, tax, Tax Free Savings Account

If you are seeking ways to save in the most tax-efficient manner available, TFSAs and RRSPs can both be effective options for you to achieve your savings goals more quickly. However, each plan does have distinct differences and advantages / disadvantages. We’ve...
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Latest News

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Head & Vancouver Island Office



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

Head Office Info

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

Vancouver Office Info

Calgary Office



E: steven@rockmoorwealth.com

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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
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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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