Everyone has a dream for the future. Realizing your dream is not a matter of luck – it takes long-term planning. Anne’s greatest joy is helping people get to where they want to be by turning plans into peace of mind. She will help you and be with you along the way, to make sure you’re always on track through life’s inevitable changes.
Anne achieved her Certified Financial Planning designation 2007. A former employee of a large insurance company, Anne was a mortgage specialist for nine years.
Her interest in finance and desire to help people led her to personal wealth management and financial planning. Anne has served on the board of Family Services Thames Valley and is an avid tennis player.
I provide financial planning services to clients, work with their other professionals, implement investment and risk management solutions, and provide ongoing monitoring, accounting for life events and changes in objectives.
My investment dealer is Manulife Securities Incorporated.
David is a Founding Partner of Rockmoor Wealth Management and specializes in high net worth corporate and 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 Round Table (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 Jackets.
In his spare time, David is a volunteer firefighter and certified First Responder with the East Wellington Fire Department. David currently lives in Nanaimo, BC, with his wife, April, and their 4 children.
As a veteran sales professional in the financial services industry, I've spent the past 18 years building lasting advisor relationships across the entirety of Western Canada. Territories may change but lasting relationships endure. For me it's simple: take care of others and they will take care of you. Be a trusted counsel and source of value information and insight. The rest takes care of itself.
I am passionate about helping people achieve financial success. With strategic advice around Shares, Property. helping clients build wealth, save tax and protect assets.
Fluent in english mandarin and cantonese.
- Financial Planning
- Retirement Planning
- Estate Planning
- Investment Fund
- Life Insurance
Your business. Your future. My speciality.
You've worked hard and watched your business grow. More than likely, it represents one of your main assets. You've spent years building it, and you want to ensure that you don't make any costly mistakes with your legacy, or cause your loved ones unnecessary stress.
As a business owner, you understand the importance of planning for the certainty of uncertainty, and you want clear, concise strategies to maximize your estate while minimizing risks, taxes - and hopefully - stress.
As a Business Wealth Advisor, I take the lead on assembling a team of TD specialists to assist clients with planning strategies focused around business and life goals, to help preserve and protect personal and business wealth.
In short - we help you navigate today's complex financial waters and plan for tomorrow.
From your short and long-term business vision, to philanthropy and the legacy you want to leave your family, let's roll up our sleeves and get into the particulars around your goals. Let's understand what's important to you, and together, develop a plan to help you reach your goals, while protecting what matters.
As a former business owner with in-depth experience in strategic planning, raising capital and taking companies public, I bring a big picture perspective to how I assess today's financial scenarios and solutions. In fact,drawing on what I have learned running my businesses, to help clients make informed choices about their financial future, is the most fulfilling part of my job.
i hold my Certified International Wealth Manager designation, and am a Fellow of the Canadian Securities Institute.
John’s experience in the Financial industry began in 2014 when he was completing his Canadian Securities Course, and Personal Financial Planning courses through BCIT. After that, he finished his Life License Qualification Program (LLQP) and hired by the fastest growing Managing General Agency in British Columbia. Quickly learning the ins and outs of insurance planning, he had a meteoric rise in production and awarded rookie of the year with the company in 2016. Since then, John has shifted his focus to working in the Corporate Insurance market where he specializes in helping small to medium size business owners find tax-efficient retirement and estate planning solutions. John has a history of collaborative work with many different partners, including accountants, lawyers, and other high-level planners.
John has also quickly qualified as a member of Million Dollar Round Table (MDRT), a distinctive award given to top producing advisors in the Life Insurance industry. He recently acquired his Elder Planning Counsellor designation through the Canadian Institute of Elder Planning Studies which has provided invaluable advice to help him assist his ageing clients. John is also set to write his Certified Financial Planner’s designation exams in 2018. In his spare time, he volunteers with a non-profit organization called Junior Achievement where he teaches grade school students the fundamentals of the business world, adding his personal touch to each lesson. John is a lifelong learner and is continually striving to hone his craft daily with continuing education courses.
CLU, ChFC, CFP, REBC, GBA and now CEA
Gordon moved to the life insurance industry in 1978 from banking, and was recently recognized for his 40 years of service.
Gordon has now retired his life and mutual fund licenses as he transitions to his newest chapter of his career.
Gordon has been an executor on a number of occasions, and certainly has been relied upon over the years for this type of advice. He felt the completion of the Certified Executor Advisor program would be a fitting finale to his working career. His intimate knowledge of the "modern family" and its many variations gives him more than just "book knowledge" on the subject of estate settlement.
I strive to serve as my clients' chief financial advisor.
I am Financial Advisor in B.C. where I am licenced to sell mutual funds as well as life and living benefits insurance. I obtained my Bachelor of Commerce degree from the University of British Columbia. I have been an independent financial planner since 1994 and earned my CERTIFIED FINANCIAL PLANNER designation in 1999.
I have had some articles published and been quoted in personal finance articles for the Globe and Mail and Yahoo Finance among others.
As a life and health insurance adviser I mobilize my clients' assets, human capital and dreams while minimizing risk and worry.
"Are we being good ancestors?" J Salk
In Canada, one's estate can only go to family, a charity and /or the government. Having the estate talk with a CEA like me can maximize the effectiveness of your professional financial team. Effective communication can add certainty to carrying out your wishes while keeping estate costs, stress and time to a minimum.
We all know the saying about death and taxes. A CEA can help you and your family celebrate a purposeful life and at the same time continue a legacy of generosity, love and fond memories.
No will yet? It is easier that you think. Call me.
No executor(ix). You have options. Call me.
Can't start the estate talk. Call me.
"Make someone feel something and you will never be forgotten" C Eriksson