David LeNeveu

David LeNeveu, CIM, CEA

Founding Partner

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David is a Founding Partner of Rockmoor Wealth Management and specializes in high net worth corporate planning solutions. David is a Chartered Investment Manager (CIM) and a Certified Executor Advisor (CEA). David is also an active member with the Independent Financial Brokers of Canada (IFB) and the Million Dollar Roundtable (MDRT). David’s educational background includes attending Ivy League Institution, Cornell University, in upstate New York. While at Cornell, David majored in Applied Economics and Management, maintained a 3.9 GPA, was a member of the National Society of Collegiate Scholars and was an Academic and Athletic All-American...

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Terry Gwilliam

Terry Gwilliam, FMA, FCSI, CEA

Founding Partner

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Terry is a Founding Partner of Rockmoor Wealth Management and specializes in advanced corporate planning. Terry works extensively with his business clients and their accounting firms to help them achieve their long-term goals and objectives. Having worked in the industry since 1985, Terry’s comprehensive understanding of the financial advisory sector ensures he creates maximum value for his clientele across Canada. A Fellow of the Canadian Securities Institute (FCSI since 2008 ...

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Adrian Spitters

Adrian Spitters, FCSI, CFP, FMA, CEA

Senior Partner

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Adrian is a Senior Partner with Rockmoor Wealth Management and specializes in advanced corporate wealth planning solutions. Adrian is a Certified Financial Planner (CFP), a Fellow of the Canadian Securities Institute (FCSI), a Financial Management Advisor (FMA) and a Certified Executor Advisor (CEA). Having worked in the financial services industry since 1987, Adrian has comprehensive experience in helping his business and farm clients and their accounting and legal professionals establish a foundation from which a fair and equitable family business or farm transition process can begin while securing their family wealth and legacy. Adrian comes from a family business background...

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April LeNeveu

April LeNeveu

Business Development Manager

April LeNeveu is the Business Development Manager for Rockmoor Wealth Management. April brings with her a wealth of experience building on her previous administrative, sales and marketing experience in the auto and oil industries. Away from the office, April is busy with her four young children, enjoys horseback riding and taking care of her farm animals.
Randi Touhey

Randi Touhey, BA

Executive Assistant to David LeNeveu

As David LeNeveu’s Executive Assistant, Randi brings administrative experience in both the corporate and industrial environment. Born and raised in Vancouver, BC, she attained her Bachelor of Arts Degree at Simon Fraser University. In 2013, Randi relocated with her husband and 2 daughters to Nanaimo. In her downtime, she keeps active hiking, biking and skiiing with her family and exploring all Vancouver Island has to offer.

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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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