Rockmoor Wealth Reviews

Brett Mollard 2025.12.12

     

I am extremely particular about where I invest my money. After a few years of building trust, I have moved the majority of my investments to Jamie McLean at Rockmoor, and couldn't be happier about it.

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Reply from Rockmoor Wealth 2025.12.12

Thank you for your trust, Brett. You are in great hands with Jamie!

David LeNeveu, CIM, FCSI, PFP, CEA
CEO
Rockmoor Wealth Management

kristi gill 2025.07.12

     

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Reply from Rockmoor Wealth 2025.07.14

Thank you, Kristi for you review.

David LeNeveu, CIM, FCSI, PFP, CEA
CEO
Rockmoor Wealth Management

John Tait 2025.05.19

     

David LeNeveu is extremely professional. He listens until he thoroughly understands all your needs. From this he is able to make well informed recommendations. I highly recommend he and his team at Rockmoor Wealth Management.

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Reply from Rockmoor Wealth 2025.05.20

Thank you John. We appreciate your kind words.

David LeNeveu, CIM, FCSI, PFP, CEA
CEO & Founding Partner
Rockmoor Wealth Management

Alyssa Rodgers 2025.04.27

     

David is awesome. We obtained our life insurance through him and he was very informative. He’s also been a great help with our other financial questions.

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Reply from Rockmoor Wealth 2025.04.28

Thank you, Alyssa! It has been a pleasure working with you both and I look forward to continuing to help you both achieve your financial goals.

David LeNeveu, CIM, FCSI, PFP, CEA
CEO & Founding Partner
Rockmoor Wealth Management

Ross Desprez 2024.08.21

     

Extremely helpful. Great advice.

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Reply from Rockmoor Wealth 2024.08.21

It was a pleasure meeting with you, Ross!

David LeNeveu, CIM, FCSI, PFP, CEA
CEO & Founding Partner
Rockmoor Wealth Management

David Smyth 2024.02.28

     

David and the team at Rockmoor Wealth are the best financial advisors on Vancouver Island.

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Reply from Rockmoor Wealth 2024.08.21

Thank you for your kind words, David!

David LeNeveu, CIM, FCSI, PFP, CEA
CEO & Founding Partner
Rockmoor Wealth Management

Maggie Bell 2024.02.23

     

David is very knowledgeable, professional, and friendly. He explains things very thoroughly and would recommend him to anyone who needs financial advice.

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Reply from Rockmoor Wealth 2024.03.20

Thank you Maggie!

David LeNeveu, CIM, FCSI, PFP, CEA
CEO & Founding Partner
Rockmoor Wealth Management

Deon Gregoire 2024.02.22

     

Dave and the team at Rockmoor are fantastic. They genuinely care about your investments and will guide through the process with ease. Their wealth of knowledge is unmatched, highly recommend!

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Reply from Rockmoor Wealth 2024.02.23

Thank you Deon!

Shauna Root 2024.02.13

     

Thanks to David, my investments are growing and my financial future is secured to meet my needs. I highly recommend his thoughtful and knowledgeable approach to wealth management.

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Reply from Rockmoor Wealth 2024.01.23

Thank you Shauna! I have enjoyed our meetings and am looking forward to helping you achieve everything you have set out to achieve.

Bryan Bare 2023.10.25

     

David has helped me make some great financial decisions for years now and has always provided me great service. I trust him with my future and my kids future. I look forward to continuing to work with David for many years to come. I highly recommend David to everyone!

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Reply from Rockmoor Wealth 2024.03.20

Thank you Bryan, it is a pleasure working with you!

David LeNeveu, CIM, FCSI, PFP, CEA
CEO & Founding Partner
Rockmoor Wealth Management

Mik 2023.06.13

     

I was referred to David LeNeveu for expert advice and received exactly that! David was extremely knowledgeable/professional, forthcoming with his advice, and very efficient with following up. Based on my experience, I would highly recommend his services.

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Reply from Rockmoor Wealth 2023.06.13

Thank you, Mike! It was my pleasure to help out.

David LeNeveu, CIM, FCSI, PFP, CEA
Founding Partner
Rockmoor Wealth Management

Alexandre Paré 2023.02.01

     

I had the pleasure of speaking with the team at Rockmoor Wealth Management and their financial advice was truly invaluable. I appreciate the time they took to educate me. Thanks to them, I highly recommend if you're looking for expert financial advice.

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Reply from Rockmoor Wealth 2023.02.01

Thank you Alex. It was a pleasure meeting with you. Best of luck in your business endeavors!

David LeNeveu CIM, FCSI, PFP, CEA
Founding Partner
Rockmoor Wealth Management

Baylee Justine 2023.01.27

     

Great experience with Rockmoor Wealth! David listened to my financial and life goals, provided me with tailored advice based on my needs and took his time explaining the WHY behind his advice. I left his office feeling educated and confident about my future. Anyone looking to invest should reach out to David LeNeveu.

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Reply from Rockmoor Wealth 2023.01.27

It was a pleasure meeting and getting to know you Baylee. I am glad that I was able to help!

David LeNeveu CIM, FCSI, PFP, CEA
Founding Partner
Rockmoor Wealth Management

Dan Morison 2023.01.20

     

David was easy to talk to, explained everything down to the detail with examples and scenarios, and provided advice and guidance to simplify the currently overcomplicated day to day personal and business dealings. I left with more knowledge about my finances and felt comfortable with obtainable goals and a plan going forward to update and amalgamate my accounts and policies. Highly recommend!

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Reply from Rockmoor Wealth 2023.01.21

Thank you very much for the kinds words Dan. It was a pleasure meeting with you and Holly today. I am glad I was able to help you both and provide value! I look forward to helping you both achieve your goals.

David LeNeveu, CIM, FCSI, PFP, CEA
Founding Partner
Rockmoor Wealth Management

Jason Waddell 2023.01.14

     

David provides excellent service, thorough investment knowledge, and a complete commitment to his clients. When I brought an extended family connection to David to deal with the proceeds of a very important transaction, he and his team delivered clear, sound advice for a long term plan. I can’t thank him enough for putting my mind at ease in knowing that my family has been taken care of!

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Reply from Rockmoor Wealth 2024.08.21

Thank you, Jason, it is our pleasure!

David LeNeveu, CIM, FCSI, PFP, CEA
CEO & Founding Partner
Rockmoor Wealth Management

Adrian Spitters (Author & Advisor) 2022.06.09

     

I have known Terry for over 30 years. He’s a successful businessman, team builder and wealth advisor. I find him to be very ethical and transparent in his approach to delivering comprehensive wealth management services to his clients at the highest level.

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Reply from Rockmoor Wealth 2021.02.14

Thank you Adrian. It has been a pleasure working with such a knowledgeable and ethical person.

David LeNeveu, CIM, CEA
Founding Partner
Rockmoor Wealth Management

Jacob Lussier 2021.04.20

     

Dave and the group at Rockmoor are amazing at what they do. You won't regret getting in touch with them!

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Reply from Rockmoor Wealth 2021.04.20

Thanks Jake! It has been a pleasure working with your family

Joe Foglia 2021.04.13

     

David & the Team at Rockmoor have been phenomenal for myself and our family with all of our insurance needs and financial advice. Within minutes of meeting David the first time, he taught us key points about annual insurance insurance payments saving us more than 8-12% interest that we had no idea about from a previous advisor for 10yrs. Very knowledgable, professional & truly wants what's best for his clients.

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Reply from Rockmoor Wealth 2021.04.13

Thank you Joe! It is a pleasure working with you and your family and we look forward to many more years working with you all.

David LeNeveu, CIM, CEA
Founding Partner
Rockmoor Wealth Management

Shanon Kelley 2021.04.07

     

I saw David LeNeveu for life insurance and was blown away with his knowledge and professionalism. He went out of his way to make sure I understood and worked within my budget and I would strongly suggest their services to anyone!

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Reply from Rockmoor Wealth 2021.04.07

It is a pleasure working with you Shanon! I look forward to continuing our working relationship both personally and professionally.

David LeNeveu, CIM, CEA
Founding Partner
Rockmoor Wealth Management

Rachelle McMann (hairbyrachellemcmann) 2021.04.02

     

My family and I have invested with Rockmoor Wealth Management for the past few years. I feel confident entrusting them with our portfolio. They have done a great job keeping us up to date and planning for our future.

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Reply from Rockmoor Wealth 2021.04.02

It has been our pleasure working with you and your family, Rachelle. You trust and confidence is truly valued.

David LeNeveu, CIM, CEA
Founding Partner
Rockmoor Wealth Management