As a serial entrepreneur, the majority of my career has been developing creative and much-valued products and services for the funeral and financial services industries. With two estate settlement kits and countless public speaking engagements under my belt, I've helped hundreds of thousands of people throughout North America fulfill the important duties during one of life's toughest times - the death of a loved one.
I'm here if you encounter any estate related questions/situations that you may be unsure of. Feel free to share them with me and I promise to return with succinct and easy to understand answer.
I look forward to connecting and helping you support the families you serve.
With over 20 years of professional wealth management and retail banking experience, I have been actively focused on providing comprehensive financial management advice and solutions to high net worth individual and their families, estates & trust, charitable and business organizations.
I have earned the professional designations of Fellowship of the Canadian Securities Institute (FCSI®) and Chartered Investment Manager (CIM®). A resident of Toronto, I am actively involved in the community by participating Million Dollar Smiles and Juvenile Ride for Diabetes. And, in my spare moment I enjoy fitness and personal wellness.
I will work with you each step of the way to help you progress towards achieving the goals and dreams you and your family share.
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 financial planning, investment & insurance solutions. David is a Chartered Investment Manager (CIM)®, a Fellow of the Canadian Securities Institute (FCSI)®, a Personal Financial Planner (PFP)® 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 (Deputy Chief) and certified First Responder with the East Wellington Fire Department. David currently lives in Nanaimo, BC, with his wife, April, and their 4 children.
Bergeron & Co. Chartered Professional Accountant is a bilingual accounting firm who's mission is to provide excellent bilingual accounting services & products to small and medium-sized businesses, not-for-profit organizations and individuals through a competent and efficient team.
I am a Chartered Professional Accountant focusing on not-for-profit auditing, personal, corporate and trust tax preparation and consulting. Being bilingual allows me to offer these services in both French and English.
Paul is a Certified Financial Planner professional with over 25 years experience in Wealth Management, Insurance, Tax & Estate Planning. with the following designations: CFP, RHU, CHS, BBA and CEA.
Paul is a member of ADVOCIS / Financial Advisors Association of Canada, FP Canada, and Halifax Estate Planning Council.
His practice takes a comprehensive approach covering areas of Retirement Planning, Portfolio Management, Tax minimization strategies for both families and business owners.
Paul's firm also provides insurance solutions, such as: include: Life, Disability & Critical Illness protection, as well as Employee Group Heath & Pension Benefits.