fbpx David LeNeveu | Advisorsavvy
Change your cover photo
david.leneveu
Change your cover photo
David LeNeveu

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 planning 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.

This user account status is Approved

Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Investment Planning Retirement Income Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Investment Advisor

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Alberta British Columbia

Certification/Additional Courses ?

CEA CIM®

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Bond Stock Private Equity
Subscribe now and get 12 Smart Questions Everyone Should Ask Their Financial Advisor