David is an investment advisor in Nanaimo, BC and the Founding Partner of Rockmoor Wealth Management, specializing in high net worth corporate & personal planning solutions. David is a Chartered Investment Manager (CIM) and a Certified Executor Advisor (CEA). David is also an active member with the Independent Financial Brokers of Canada (IFB) and the Million Dollar Roundtable (MDRT).
David’s educational background includes attending Ivy League Institution, Cornell University, in upstate New York. While at Cornell, David majored in Applied Economics and Management, maintained a 3.9 GPA, was a member of the National Society of Collegiate Scholars and was an Academic and Athletic All-American.
Before entering the financial industry, David played as a professional goaltender for 12 seasons. His last NHL stop was with the NY Rangers in the 2014 Stanley Cup Finals. Other NHL teams that David played for include the Phoenix Coyotes, Anaheim Ducks and Columbus Blue Jackets.
In his spare time, David is a volunteer firefighter and certified First Responder with the East Wellington Fire Department. He is also a member of the Nanaimo Daybreak Rotary Club. David currently lives in Nanaimo, BC with his wife, April, and their 4 children.
Tax Reform Solutions
It has been almost impossible to ignore the headlines and articles discussing the current Canadian government’s proposed tax reforms. These changes have far-reaching and unintended consequences for the very core of the Canadian economy; small business owners, which is why they are looking for tax reform solutions. The current government is now quickly trying to…
Critical Illness – A Disappearing Opportunity?
Critical Illness – A Disappearing Opportunity? A sobering fact that many Canadians are all too familiar with: Nearly 1 in 2 Canadians will be diagnosed with cancer in their lifetime. This very frightening statistic is also something that the majority of Canadians are unprepared for. All too often, we tell ourselves that it won’t happen…
The Problem With Mutual Funds
The problem with mutual funds if you’re not using portfolio management services, is that your portfolio of investments in your RRSPs, TFSAs, and other accounts likely hold a number of mutual funds that have been picked by yourself, suggested by a friend, or recommended to you by a financial advisor. Likely, you have been told…