David LeNeveu, CIM, FCSI, PFP, CEA
Founding Partner
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.
Latest News
Stay Ahead in 2024: A Comprehensive Checklist for Federal Tax Updates
Explore the upcoming 2024 Canadian tax changes affecting investors, business owners, and high-net-worth individuals. From capital gains adjustments to new incentives, stay informed with our comprehensive checklist.
2024 Federal Budget Highlights
On April 16, 2024, Canada’s Deputy Prime Minister and Finance Minister, Chrystia Freeland, presented the federal budget.
While there are no changes to federal personal or corporate tax rates, the budget introduces:
• An increase in the portion of capital gains subject to tax, rising from 50% to 66.67%, starting June 25, 2024. However, individual gains up to $250,000 annually will retain the 50% rate.
• The lifetime exemption limit for capital gains has been raised to $1.25 million. Additionally, a new one-third inclusion rate is set for up to $2 million in capital gains for entrepreneurs.
• The budget confirms the alternative minimum tax changes planned for January 1, 2024 but lessens their impact on charitable contributions.
• This year’s budget emphasizes making housing more affordable. It provides incentives for building rental properties specifically designed for long-term tenants.
• Introduces new support measures to aid people buying their first homes.
• Costs for specific patents and tech equipment and software can now be written off immediately.
• Canada carbon rebate for small business
2024 Federal Budget Highlights
On April 16, 2024, Canada’s Deputy Prime Minister and Finance Minister, Chrystia Freeland, presented the federal budget.
While there are no changes to federal personal or corporate tax rates, the budget introduces:
• An increase in the portion of capital gains subject to tax, rising from 50% to 66.67%, starting June 25, 2024. However, individual gains up to $250,000 annually will retain the 50% rate.
• The lifetime exemption limit for capital gains has been raised to $1.25 million. Additionally, a new one-third inclusion rate is set for up to $2 million in capital gains for entrepreneurs.
• The budget confirms the alternative minimum tax changes planned for January 1, 2024 but lessens their impact on charitable contributions.
• This year’s budget emphasizes making housing more affordable. It provides incentives for building rental properties specifically designed for long-term tenants.
• Introduces new support measures to aid people buying their first homes.
• Costs for specific patents and tech equipment and software can now be written off immediately.
• Canada carbon rebate for small business
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.