thirty five years of progressive experience in proactive public and private sector organizations.
Fluently bilingual senior executive having advanced strategic, leadership and
visionary prowess with extensive experience in shaping culture, managing
change, interpreting and defining strategic priorities, and pursuing evolving
opportunities with a view to building personal and corporate wealth, enduring relationships, and sustainable
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.
I am a Financial Security Advisor
living in the Ottawa region. Since 2008, I was fortunate to help many families
and business protect their assets, estates, and income. In
2019 I completed the Canadian Initiative for Elder Planning Studies (EPC) &
in 2022 the Canadian Institute of Certified Executor Advisors (CEA). These Designations provide me with a much better comprehension of issues that may arise for Elders & Executors.
As a family man with three beautiful
& healthy children living in the suburbs, I can especially relate to young
families. I understand that the cost of living, mortgage payments, daycare and
many other expenditures can greatly affect the financial plan. This is where I
come in; by preparing a family needs analysis, I can provide options and advice
to meet your current and future needs all within a set budget.
Benefits of working with a financial
security advisor: choice, trust, and
peace of mind.
David is the Founding Partner & CEO of Rockmoor Wealth Management. Rockmoor Wealth Management 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 30 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.
I work with individuals, families, and business owners. The clients’ needs, goals and financial well being are always first and foremost. This helps attain my clients’ best interests by creating a financial security plan to meet their changing needs throughout their lifetime. Their financial security plan will be tailored to their needs, risk tolerance and the goals my clients would want to achieve.
Building long term relationships based on trust, integrity and transparency, which I feel is integral in ensuring the success of my clients’ goals and dreams.
I have volunteered for over four years with Junior Achievement Central Ontario, an organization that believes in the power of education to positively impact the future of students and youth in our community through practical, hands on learning in the field of financial literacy at schools, colleges and universities.
Samuel Li started his financial advisory practice in 2005, assisting Canadians in growing their long-term wealth while protecting their assets.
One area he specializes in is servicing families with disabilities.