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
Immediate Finance Arrangement
For Business Owners seeking permanent life insurance coverage, an Immediate Finance Arrangement may be a good way to own life insurance while still maintaining access to funds in case you need it.
An Immediate Financing Arrangement (commonly known as an IFA) is a financial planning vehicle which combines life insurance coverage with tax advantaged wealth accumulation.
You Just Inherited Money: What to Do First
Coming into an inheritance can feel like a gift and a weight at the same time. Before you make any big moves, take a breath. Here is a calm, step-by-step look at what to do first with money you inherit in Canada, from taxes to smart next steps.
Financial Checklist for New Parents in Canada
A new baby changes everything, including your money. Between sleepless nights and tiny socks, a few financial steps can help protect your growing family. Here is a simple checklist of what to set up, update, and start when a baby joins your home.
Take the Next Step
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.