Our Philosophy
Rockmoor Wealth Management was established to protect our clients’ assets while creating growth and long-term prosperity through our high-quality wealth management and planning services.
Our primary objective is investment in high quality, high return assets in partnership with our clients, with a focus on asset class diversification in order to spread their exposure. Our unrivaled access to assets and managers, that are not widely available, allow us to offer superior terms and increased market responsiveness for the benefit of our clients.
These partnerships attain our goal of an Investor First model for our clientele while diversifying them beyond just a Stock and Bond portfolio.
Our wealth management service strikes the perfect balance between a focus on stable returns and liquid cash flow for new assets. This helps to reduce the risk of exposure to market forces and creates and maintains profitable gains for our clients.
At Rockmoor Wealth Management, we work with our clients in identifying financial services options which are based on each individual’s specific needs. When it comes to investment and portfolio management solutions, we have established referral arrangements with the investment firms below, whereby we introduce our clients to the benefits of having a full discretionary managed account.
KAI Asset Management Inc.: For more information about KAI Asset Management Inc., please contact us or visit their website at kaiasset.com
BCV Asset Management Inc.: For more information about BCV Asset Management Inc., please contact us or visit their website at bcvassetmanagement.com
DeLuca Veale Investment Counsel Inc.: For more information about DeLuca Veale Investment Counsel Inc., please contact us or visit their website at delucaveale.com
Modern Advisor Canada Inc.: For more information about Modern Advisor Canada Inc., please contact us or visit their website at modernadvisor.ca
Exclusive
A minimum of $250,000 of total investable assets or current investment accounts are required. Your Financial Planner will work with you in conjunction with our Portfolio Managers, who you have engaged for discretionary management services. This will provide a more holistic, personalized, and tailored approach to your overall financial management needs.
Protection
Investment accounts with a Portfolio Manager are held by a separate third party custodian. Custodians that are registered as Investment Dealers are covered by the Canadian Investor Protection Fund (CIPF). This covers customers of members for the failure to return securities and cash balances held in the account by a member for a customer (due to fraud or insolvency). The coverage is $1 million for each account entity.
Transparency
Portfolio managers charge a percentage of the investments they manage. This fee is transparent and, unlike products offered in the mass retail market, not embedded in the cost of securities sold to you.
Personalization
Portfolio managers provide ongoing management of your investments based on your objectives and risk tolerance as outlined in your Investment Policy Statement.
Trust
Your Portfolio Manager is accountable to work in your best interest to make personalized and discretionary investment decisions.
Take the Next Step
Our team 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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