Rockmoor Wealth Management

Rockmoor Wealth Management

Categories

Finance

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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Gallery Image Rockmoor_Wealth_Management_Building.jpg

Rep/Contact Info

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Terry Gwilliam
Founding Partner
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David LeNeveu, CIM, FCSI, PFP, CEA
Founding Partner
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Randi Touhey
Client Relationship Manager

© Greater Nanaimo Chamber of Commerce | Photography by Dirk Heydemann HA Photography | Video by Tannar Pictures