David is an investment advisor in Nanaimo, BC and the Founding Partner of Rockmoor Wealth Management, specializing in high net worth corporate & personal financial planning, investment & insurance solutions. David is a Chartered Investment Manager (CIM)®, a Fellow of the Canadian Securities Institute (FCSI)®, a Personal Financial Planner (PFP)®, 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.
Before entering the financial industry, David played as a professional goaltender for 12 seasons. His last NHL stop was with the NY Rangers in the 2014 Stanley Cup Finals. Other NHL teams that David played for include the Phoenix Coyotes, Anaheim Ducks and Columbus Blue Jackets.
In his spare time, David is a volunteer firefighter (Deputy Chief) and certified First Responder with the East Wellington Fire Department. He is also a member of the Nanaimo Daybreak Rotary Club. David currently lives in Nanaimo, BC with his wife, April, and their 4 children.
Benefits of opening an Registered Education Savings Plan
A Tax-Free Savings Account is a powerful tool to help you achieve your financial goals. Whether you’re saving for a new home, planning for retirement, or investing in your children’s education, a TFSA can be a valuable part of your financial strategy. The flexibility and tax advantages it offers make it a great choice for many Canadians.
Remember, the sooner you start, the more time your investments have to grow tax-free. Every dollar counts when you’re planning for the future, and a TFSA can help you make the most of your savings.
Don’t wait until tomorrow to start planning for your future. Contact us today to begin your journey to financial security today.
Most of us understand the benefits of sensible retirement planning but when it comes to actually creating your personal retirement strategy and putting it into effect it doesn’t feel quite as straightforward. The reality is that, while there are lots of variables to consider, it isn’t as difficult to create an effective plan for retirement as you may think.
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.