Service Areas

Rockmoor Wealth Management offers high-quality, portfolio management and financial planning for individuals and businesses throughout Southern Vancouver Island and beyond.

Rockmoor Wealth Management has an experienced and highly-qualified team of financial advisors and portfolio managers based out of Nanaimo.   They offer corporate and personal services from investments to insurance and more in Nanaimo and also service many other areas on Southern Vancouver Island such as:

  • Nanaimo
  • Qualicum
  • Parksville
  • Cowichan
  • Duncan
  • Victoria
  • And more…

The team provides a wealth of expertise and knowledge and focuses on high-quality and high-return, personalized investment and portfolio management in Nanaimo and beyond.

Reach out today to find out more about the services offered, the areas included, or to book a meeting to discuss how they can help you with your financials!

Take the Next Step

Our team in Nanaimo has acquired decades of experience specializing in providing quality financial advice in areas of financial planning, investments and insurance. Book a meeting with us to learn how we can help you with your finances.