Steve LeNeveu, PFP
Financial Planner
Steve is a Financial Planner with Rockmoor Wealth Management, specializing in helping families, business owners, and retirees build, preserve, and enjoy their wealth through thoughtful financial planning. Drawing on his background as a firefighter, Steve brings a calm, disciplined approach to helping clients navigate important financial decisions with confidence. His commitment to serving others and providing guidance during life’s most important moments continues to shape the way he works with every client.
Outside of work, Steve enjoys spending time with his wife and their two young children. Whether they’re hiking, camping, exploring the mountains, or enjoying family adventures together, Steve values making the most of the outdoors.
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.