Privacy Policy

Last updated: January 11, 2019

Rockmoor Wealth Management (“us”, “we”, or “our”) operates This page informs you of our policies regarding the collection, use and disclosure of Personal Information we receive from users of the Site.

We use your Personal Information only for providing and improving the Site. By using the Site, you agree to the collection and use of information in accordance with this policy.

Information Collection And Use

While using our Site, we may ask you to provide us with certain personally identifiable information that can be used to contact or identify you. Personally identifiable information may include but is not limited to your name and email (“Personal Information”). We ask for this information on our Contact Page.

We also use Google Analytics to help us understand how our customers use our  site – you can read more about how Google uses your Personal Information here:

You can also opt-out of Google Analytics here:

Finally, we may also share your Personal Information to comply with applicable laws and regulations, to respond to a subpoena, search warrant or other lawful request for information we receive, or to otherwise protect our rights.


How do you get my consent?

When you provide us with personal information on our contact form we imply that you consent to our collecting it and using it to contact you back regarding your inquiry.

How do I withdraw my consent?

If after you contact us, you change your mind, you may withdraw your consent for us to contact you, for the continued collection, use or disclosure of your information, at anytime, by contacting us.

Log Data

Like many site operators, we collect information that your browser sends whenever you visit our Site (“Log Data”).

This Log Data may include information such as your computer’s Internet Protocol (“IP”) address, browser type, browser version, the pages of our Site that you visit, the time and date of your visit, the time spent on those pages and other statistics.

In addition, we may use third party services such as but not limited to Google Analytics that collect, monitor and analyze user actions on our website.


Cookies are files with small amount of data, which may include an anonymous unique identifier. Cookies are sent to your browser from a web site and stored on your computer’s hard drive.

Like many sites, we use “cookies” to collect information. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our Site.

For more information on how we use cookies refer to our Cookie Policy.


The security of your Personal Information is important to us, but remember that no method of transmission over the Internet, or method of electronic storage, is 100% secure. While we strive to use commercially acceptable means to protect your Personal Information, we cannot guarantee its absolute security.

Changes To This Privacy Policy

This Privacy Policy is effective as of May 2018 and will remain in effect except with respect to any changes in its provisions in the future, which will be in effect immediately after being posted on this page.

We reserve the right to update or change our Privacy Policy at any time and you should check this Privacy Policy periodically. Your continued use of the Service after we post any modifications to the Privacy Policy on this page will constitute your acknowledgment of the modifications and your consent to abide and be bound by the modified Privacy Policy.

If we make any material changes to this Privacy Policy, we will notify you either through the email address you have provided us, or by placing a prominent notice on our website.

Contact Us

If you have any questions about this Privacy Policy, please contact us.

We may also maintain a database and record the following information. This information is used to assist in the underwriting process and maintain information that is required by various federal regulations which includes PIPEDA in Canada, ALPIPA in Alberta, BCPIPA in British Columbia where Rockmoor Wealth Management follows their rules and regulations. 

Type of information we maintain 

  • Marital status 
  • Date of birth 
  • Citizenship status 
  • Occupation 
  • Health information(only during the underwriting process for insurance) 
  • Net worth 
  • Declared Gender 
  • Social insurance number 
  • Income 
  • Name, home address, and phone number 


We need the individuals or companies written consent to maintain this information and when any new use of the personal information is to be used. We securely remove and dispose of any Personal Information that does not have a specific purpose or no longer fulfills its intended purpose. 


You, as an individual or a company, have a right to make a written request to access any personal information we have on file. This information must be provided within 30 days of receipt of the request. 

You may withdraw your consent in writing at any time, but this will not allow us to provide service on your policies as it would result in us removing your data and we would not be able to answer your inquiries. 

The Insurance or Investment Company you have applied to will have similar privacy policies with the exception that they will keep copies of your application and all information obtained to underwrite your application This information may include medical and financial data that is used to make an underwriting decision, or to process claims in the case of Insurance application You have a right to access the personal information that we, the Insurance company , the Investment company and we have about you in your file. If any of them have information that is not correct, you can have it corrected. 

Email: or call 1-250-618-0386  and speak to our Compliance Officer. 

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.