Reviews of Rockmoor Wealth Management (Financial Consultant)

Jacob Lussier MSc PT

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

J L

I have been collaborating with the Principal of Rockmoor (David) for about a year and couldn't be happier. My clients have enjoyed learning from David, he is also very patient and highly knowledgeable. I will continue to recommend Rockmoor to future clients and Advisor!

Dave Bare

My family and I have been working with David LeNeveu for the last few years and have been delighted with the service and the results of the investments that we have done with Rockmoor Wealth Management. Very careful attention to detail and professional, knowledgeable service is what you will find here. Highly recommended!

Douglas Parkhurst

David LeNeveu and Terry Gwilliam from Rockmoor Wealth Management have worked with a number of our mutual clients. They highly qualified, respected, and a pleasure to work with. Most importantly, they put the needs and interests of their clients’ first and foremost. Our clients are extremely happy with the performance they have achieved. We would highly recommend them to anyone looking for investment or estate planning services.

Brent Rushton

Dave and Terry are both very hard working and dedicated to their clients. I appreciate all their hard work and support!

Adrian Spitters (Author & Advisor)

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. I’m very pleased to be a member of the Rockmoor Wealth Team.

Shanon Kelley

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!

Lori Cosmacini

Very knowledgeable and helpful, really great information .

Mike Tomkins

I've known Terry since 1986. Terry is a dedicated, hard working person, a man of integrity. We started in this industry together back in 1986. Almost 34 years later...borh of us still in the industry. I would highly recommend Terry.

Ron Howe

David is honest and awesome. He really knows his stuff and is very professional.

A Lefarson

Always a great experience

Lauren Drzewiecki

Dave & his team at Rockmoor have raised our standards of what financial advising should provide. We feel both financially empowered with the knowledge Dave has provided us on our insurance and investments, and assured our evolving needs and opportunities are being met in a timely manner.

Devin Jahelka

With the early part of my career being spent working in Vancouver in the private wealth division of a global investment bank and with extremely high expectations, for the past decade plus I had always primarily self-managed my financial affairs...that is, until I was introduced to the team at Rockmoor Wealth Management. What initially began as a business introduction from mutual contact quickly transitioned into a client relationship, as it was soon evident that the team at Rockmoor approached their profession with extreme diligence, care, and a true client-first approach. David, Terry, Randi, and the whole team at Rockmoor have been exceptional to work with from day 1. They took the time to understand our situation and long-term goals, have never applied any pressure or made any suggestions that I haven’t wholeheartedly believed were in our best interest, outlined a range of insurance options with varying cost structures to ensure we were adequately protected, and our financial portfolio has performed exceptionally well both while the market has been on the rise and during times of volatility. As far as wealth management firms go, and for that matter professional service providers in general, this firm is on another level. I will certainly be looking for opportunities to introduce those in need of discretionary wealth management and insurance advisory services to the team at Rockmoor Wealth Management!

Melissa LeNeveu

I can’t say enough about Dave and his team at Rockmoor Wealth and would highly recommend them to everyone.

Roy Berentsen

Dave at Rockmoor and his team are outstanding. In the last 2 years they have helped us invest and see positive returns with reliable growth. A great team!

Joe Foglia

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.

Rachelle McMann (hairbyrachellemcmann)

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.

Kristie Stefano

David LeNeveu & His team @ Rockmoor Wealth Management have consistently provided our family & small business with valuable knowledge & insight. Their dedication, vision & commitment to protecting, growing & evolving our investments has been greatly appreciated. Thank You for taking such great care of us.

Colton McNeil

I recently had the opportunity to collaborate with David from Rockmoor Wealth Management. Both David and Terry attended the initial client meeting and patiently explained their approach to my clients. Their knowledge and client first approach was welcomed and appreciated. My clients are excited to have a clear path forward while they work to obtain their retirement goals. I look forward to the opportunity to work with David and Terry again in the future!