

Rockmoor Wealth Management
Categories
Financial Services
Hours:
Monday - Friday 9am - 5pm
About Us
Rockmoor Wealth Management was established to protect our clients' assets while creating growth and long-term prosperity through our high-quality wealth management and planning services. We pride ourselves on the quality of the wealth management services that we offer to our discerning clients, from families to business owners. At the heart of our service lies the provision of clear and trusted advice in the areas of investments and insurance, with the aim of supporting our clients in making well-reasoned and strategic decisions to increase their wealth.
Images

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Rep/Contact Info

View Personal Bio
David LeNeveu
David is a Founding Partner of Rockmoor Wealth Management, specializing in corporate & personal financial planning, investment & insurance solutions. David is a Chartered Investment Manager (CIM)®, a Fellow of the Canadian Securities Institute (FCSI)®, a Personal Financial Planner (PFP)® and a Certified Executor Advisor (CEA)®.
David’s educational background includes attending Ivy League Institution, Cornell University. 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.
David’s educational background includes attending Ivy League Institution, Cornell University. 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.
David LeNeveu
- Phone: (250) 667-4511
- Cell Phone: (250) 618-0386
- Send an Email
- 204 - 5160 Dublin Way Nanaimo BC V9T 0H2

View Personal Bio
Randi Touhey
Randi is the Client Relationship Manager for Rockmoor Wealth Management. Randi brings administrative & communication experience from both the corporate and industrial environment. Born and raised in Vancouver, BC, she attained her Bachelor of Arts Degree at Simon Fraser University. In 2013, Randi relocated with her husband and 2 daughters to Nanaimo. In her downtime, she keeps active hiking, biking and skiing with her family and exploring all Vancouver Island has to offer.