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David LeNeveu, CIM, PFP, CEA | Founding Partner | Nanaimo
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David LeNeveu, CIM, PFP, CEA

Founding PartnerRockmoor Wealth ManagementNanaimo, British Columbia

David is an investment advisor in Nanaimo, BC and the Founding Partner of Rockmoor Wealth Management, specializing in high net worth corporate & personal investment & insurance solutions. David is a Chartered Investment Manager (CIM) and a Certified Executor Advisor (CEA). David is also an active member with the Independent Financial Brokers of Canada (IFB) and the Million Dollar Roundtable (MDRT).

David’s educational background includes attending Ivy League Institution, Cornell University, in upstate New York. 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. His last NHL stop was with the NY Rangers in the 2014 Stanley Cup Finals. Other NHL teams that David played for include the Phoenix Coyotes, Anaheim Ducks and Columbus Blue Jackets.

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Investment Planning Retirement Income Planning

Categories ?
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Investment Advisor

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English

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Alberta British Columbia

Certification/Additional Courses ?

CEA CIM®

Investment Products Offered ?
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Bond Stock Private Equity

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