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Financial Planning & Wealth Management in Vancouver

Rockmoor Wealth proudly serves clients in Vancouver and across British Columbia. Our team provides comprehensive advice for retirees, professionals, and business owners who want to make confident financial decisions.

Serving Clients Across Vancouver and British Columbia

From our Vancouver office on West Georgia Street, we offer personalized retirement, investment, and insurance strategies for families and businesses throughout the province. Whether you’re preparing for retirement, building corporate wealth, or planning your estate, our advisors deliver clarity and confidence at every stage.

Comprehensive Wealth Solutions in Vancouver

At Rockmoor Wealth’s Winnipeg office, we provide a full range of financial strategies for both individuals and business owners. Whether you’re building personal wealth or optimizing your corporation’s finances, our team delivers clear, actionable advice.

Adam Henry, Winnipeg Financial Advisor at Rockmoor Wealth

Jamie Mclean, CFP

Managing Partner – Vancouver Office

Jamie works closely with clients throughout British Columbia, helping them build confidence in their financial future through clear guidance and goal-focused strategies. With extensive experience supporting professionals, business owners, and retirees, Jamie provides personalized planning and insurance solutions aligned with each client’s long-term vision.

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Proudly Serving Clients Throughout Vancouver and British Columbia

We work with clients across Vancouver — including Coal Harbour, Yaletown, Kitsilano, West End, North Shore, and surrounding areas — helping them grow, protect, and transition their wealth with confidence. Wherever you are in British Columbia, our advisors are here to support your financial journey.