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Rockmoor Wealth Management
  • Corporate Services
    • Corporate Financial Planning
    • Corporate Insurance
    • Corporate Investments
    • GIC & High Interest Savings
  • Personal Services
    • Personal Financial Planning
    • Personal Insurance
    • Personal Investments
    • GIC & High Interest Savings
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Retirement Planning

Retirement Planning

by Rockmoor Wealth | Blog, Family, Health Benefits, Life Insurance, retirees, Retirement, RRSP

Most of us understand the benefits of sensible retirement planning. Still, it doesn’t feel relatively straightforward when it comes to creating your retirement strategy and putting it into effect. The reality is that, while there are lots of variables to...
Do you REALLY need life insurance?

Do you REALLY need life insurance?

by Rockmoor Wealth | Blog, Business Owners, Family, Individuals, Life Insurance

You most likely do, but the more important question is, What kind? Whether you’re a young professional starting out, a devoted parent or a successful CEO, securing a life insurance policy is probably one of the most important decisions you will have to make in your...

Latest News

  • Tax-Free Savings Account vs Registered Retirement Savings Plan
  • 2026 Financial Calendar
  • 2025 Year-End Tax Tips and Strategies for Business Owners
  • 2025 Personal Year End Tax Tips
  • 2025 Federal Budget Highlights

Head & Vancouver Island Office

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E: david@rockmoorwealth.com

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O: 250-667-4511
C: 250-618-0386
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E: colton@rockmoorwealth.com

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C: 604-619-2024

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204-5160 Dublin Way
Nanaimo, BC, V9T 0H2
Canada

Head Office Info

Vancouver Office

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E: jamie@rockmoorwealth.com

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C: 604-833-8852
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1160 – 1090 W Georgia Street, Vancouver, BC, V6E 3V7
Canada

Vancouver Office Info

Calgary Office

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E: steven@rockmoorwealth.com

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O: 403-228-3663
C: 587-228-5743
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4838 Richard Road SW, Suite 300
Calgary, AB
T3E 6L1

Calgary Office Info

Winnipeg Office

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E: Adam@RockmoorWealth.com

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C: 204-223-2166
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1911 Portage Ave
Winnipeg, MB, R3J 0J3
Canada

Winnipeg Office Info

About Rockmoor Wealth Management

Rockmoor Wealth Management is a team of wealth management specialists with decades of experience specializing in providing quality financial advice in areas of financial planning, investments and insurance.

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Disclaimer: Insurance products are offered and sold, jointly or separately through each separately licensed individual and/or their separately licensed companies and/or companies they are authorized to represent. Each are authorized to do business as LeNeveu Legacy Financial Inc. DBA Rockmoor Wealth Management. They are as follows: David LeNeveu, LeNeveu Legacy Financial Inc., Steven LeNeveu, Randi Touhey & Colton Cyr. Where and when appropriate, David LeNeveu, Colton Cry, Steven LeNeveu, Jamie Mclean, Adam Henry,  and/or Randi Touhey and/or their companies or companies they are authorized to represent, jointly or separately, may refer a client to a Registered Portfolio Management Company, Portfolio Manager, or Investment Counselor. Please be advised that the individual(s) and/or their company and/or the companies they are authorized to represent will receive a referral fee for this referral. The fee and arrangement are fully disclosed and can be found in the documents provided by the Registered Portfolio Management Company, Portfolio Manager, or Investment Counselor. David LeNeveu & his operating company, LeNeveu Legacy Financial Inc. DBA Rockmoor Wealth Management, Colton Cyr, & Steven LeNeveu are also a Deposit Broker Affiliate of Monarch Wealth GIC Services Inc. DBA GICdirect. If and when appropriate, they may suggest that you purchase a GIC from an appropriate Financial Institution. They and/or the company will be renumerated and may also receive ancillary compensation by the financial institution and/or Registered Deposit Broker, GICdirect, that provides the product you purchase

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