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 financial planning, investments and insurance, with the aim of supporting our clients in making well-reasoned and strategic decisions to increase their wealth.
We provide personal and corporate services.
Personal Services
Our overriding goal is to work in partnership with you throughout the wealth planning process to develop a sophisticated and comprehensive financial plan which grows with you and your family. We will analyze your current situation, support you to define your future goals and then continuously work with you to monitor and amend your plan to make sure that it fits your needs.
Corporate Services
We understand that smart wealth management planning isn’t just about the returns on your investments but about building and maintaining an integrated master plan. This plan will take into account all aspects of your financial life: from investment and taxes to legacy wishes. It is customized to seamlessly suit your personal needs.
Company Details
- Employees
- 7
- Founded
- -
- Address
- 5160 Dublin Way, 204,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://rockmoorwealth.com
- Keywords
- Financial Planning, Corporate Insurance, Corporate Investments, Personal Insurance, Personal Investments, Corporate Financial Planning, Corporate Financial Services, Personal Financial Services, RRSP, TFSA, RESP, RDSP, Investments, Estate Planning, Wealth Management.
- HQ
- Nanaimo, British Columbia
- Competitors
- Weston Wealth Management, Tactica Wealth Management, Westmount Wealth Management Inc., De Thomas Wealth Management, Cumberland Private Wealth Management Inc., Designed Wealth Management, Ullman Wealth Management, Baskin Wealth Management, Antares Wealth Management, Sharma Wealth Management.
Rockmoor Wealth Management Questions
Rockmoor Wealth Management's website is https://rockmoorwealth.com
Rockmoor Wealth Management's LinkedIn profile is https://ca.linkedin.com/company/rockmoorwealth
Rockmoor Wealth Management has
7 employees.
View email and phone details for 7
employees at Rockmoor Wealth Management.
Rockmoor Wealth Management's industry is
Financial Services
Rockmoor Wealth Management's top competitors are
Weston Wealth Management,
Tactica Wealth Management,
Westmount Wealth Management Inc.,
De Thomas Wealth Management,
Cumberland Private Wealth Management Inc.,
Designed Wealth Management,
Ullman Wealth Management,
Baskin Wealth Management,
Antares Wealth Management,
Sharma Wealth Management.
Rockmoor Wealth Management's categories are Financial Services
Rockmoor Wealth Management's founding year is 2015
