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!

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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.

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Our Expertise

Rather than offer our clients generic, mass-market financial solutions, we work exclusively with a small number of privileged clients who benefit from the expertise of skilled wealth management specialists. With our professional qualifications, we are highly experienced in creating close and trusted partnerships with clients and delivering innovative solutions.

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Disclaimer: The title, Financial Planner, or the performance of financial planning, described as providing objective, integrated and comprehensive advice following an assessment of an individual’s current financial situation and current and future financial needs, except as is required in the performance of a licensee’s duties as a life insurance agent, can only be executed by an individual who has the education, experience, license(s), registration(s), and/or designation(s), held in good standing, to support this representation.

Each individual professional, David LeNeveu, Terry Gwilliam, & Adrian Spitters, have specific designations, professional skills and qualifications. Please ensure to ascertain and to obtain the disclosure(s) from the professional(s) you engage with have the designation(s), education, experience, and qualification(s) that you seek.

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