David LeNeveu, CIM, FCSI, PFP, CEA

Founding Partner

David is a Founder and CEO of Rockmoor Wealth Management and the 3 Planning Group.  David brings over 10 years of financial advisory experience and 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 and certified First Responder with the East Wellington Fire Department. David currently lives in Nanaimo, BC with his wife, April, and their 4 children.

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2025 Canada Money Facts

2025 Canada Money Facts

2025 Canada Money Facts – Get the latest TFSA, RRSP, FHSA, CPP, OAS, and RESP limits. Stay informed on savings, pensions, and benefits for the year ahead!

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