Financial Planning & Wealth Management on Vancouver Island
Rockmoor Wealth proudly serves clients across Vancouver Island and throughout British Columbia. Our team provides comprehensive advice for retirees, professionals, and business owners who want to make confident, long-term financial decisions.
Rockmoor Wealth – Vancouver Island Office
Serving Clients Across Vancouver Island
From our Vancouver Island office in Nanaimo, we offer personalized retirement, investment, and insurance strategies for families and businesses across the Island. Whether you’re preparing for retirement, building corporate wealth, or planning your estate, our advisors deliver clarity and confidence every step of the way.
Comprehensive Wealth Solutions on Vancouver Island
At Rockmoor Wealth’s Vancouver Island office, we provide a full range of financial strategies for individuals, families, and business owners. Whether you’re building your personal wealth or optimizing your corporation’s financial structure, our team delivers clear, actionable advice tailored to your goals.
Personal Services
Corporate Services
David LeNeveu, CIM, FCSI, PFP, CEA
Chief Executive Officer & Founding Partner
David brings extensive experience supporting Canadian families, professionals, and business owners with comprehensive long-term planning. Known for his strategic, educational approach, he helps clients build, protect, and transition wealth with confidence.
Colton Cyr, CFP, CIM, B.Sc.
Certified Financial Planner
Colton works closely with individuals and entrepreneurs throughout Vancouver Island, providing clear guidance in insurance planning, investments, and corporate strategies. With a client-focused approach, he helps simplify complex financial decisions so clients can focus on what matters most.
