Jamie Mclean, CFP
Managing Partner
Jamie Mclean is a Managing Partner with Rockmoor Wealth Management. He has over 20 years of experience in the financial industry holding various investment and leadership roles. He holds the Certified Financial Planner (CFP®) designation and specializes in providing personalized wealth management strategies to help families and business owners achieve their financial goals.
Outside of his professional career, Jamie enjoys staying active by playing hockey, golf, and other sports. He is also passionate about volunteering and coaching his children in their sports and spending time outdoors with his wife and kids. Whether camping, skiing, or exploring new adventures, family and community involvement are central to his life.
Jamie currently resides in Delta with his wife and children.
Latest News
2026 Canada Money Facts
2026 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!
Tax-Free Savings Account vs Registered Retirement Savings Plan
Tax-Free Savings Accounts (TFSAs) and Registered Retirement Savings Plans (RRSPs) are two of the most effective tools Canadians can use to save tax-efficiently. While TFSAs offer tax-free growth and flexible access, RRSPs provide tax-deductible contributions and tax-deferred growth. Understanding how each account works — and how withdrawals affect taxes and benefits — can help you decide when to use one, the other, or both.
2026 Financial Calendar
Managing your finances effectively begins with staying informed about important dates and deadlines throughout the year. This comprehensive guide outlines key financial milestones, including tax deadlines, benefit payment schedules, and contribution opportunities, to help you stay organized and on track. Whether you’re planning for tax season, reviewing your investments, or ensuring timely payments, this calendar provides everything you need to navigate the year with confidence. Take a moment to familiarize yourself with these essential details and set yourself up for a smooth and successful 2026.
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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.