Our Team
Based in Nanaimo, BC, we are a team of wealth management specialists with decades of experience specializing in providing quality financial advice in areas of financial planning, insurance, and investments. Book a meeting with one of our investment managers, or financial advisors to learn how we can help you with your finances.
David LeNeveu, CIM, FCSI, PFP, CEA
Chief Executive Officer & Founding Partner
David is a Founding Partner of Rockmoor Wealth Management and specializes in high net worth corporate 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 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…
Norman Terrance Allan Gwilliam, FMA, FCSI, CEA
Founding Partner
Terry is a Founding Partner of Rockmoor Wealth Management and specializes in advanced corporate investment & insurance solutions. Terry works extensively with his business clients and their accounting firms to help them achieve their long-term goals and objectives. Having worked in the industry since 1985, Terry’s comprehensive understanding of the financial advisory sector ensures he creates maximum value for his clientele across Canada. A Fellow of the Canadian Securities Institute (FCSI since 2008 …
Steve LeNeveu
Life Insurance Advisor
Steve is a life insurance advisor with Rockmoor Wealth Management who brings a unique passion and perspective to the industry. As a full-time firefighter, Steve is part of a team that brings a sense of comfort and security to his community and its members on their worst days. In his role with Rockmoor Wealth Management, Steve brings this same sense of security and comfort to his clients while helping them plan for and protect their future. Steve’s leadership and purposeful approach to his firefighting career and as a previous volunteer with Canada’s National Disaster Emergency Response Team is clearly evident with the guidance and support he provides to his clients.
To balance out his working hours, Steve can be found hiking, camping, and exploring the mountains with his wife, Melissa, and their dog Fynn or at the hockey rink with his fellow firefighters.
Colton Cyr, CIM, B.Sc.
Investment Advisor Associate
Colton is an Investment Advisor Associate with Rockmoor Wealth Management, supporting the firm’s client relationships. Colton comes from a wealth management background, having worked as an Investment Advisor Associate with Raymond James Ltd., and as an Associate with Maxam Capital, a Registered Portfolio Management firm in Vancouver, BC. Colton is also a Chartered Investment Manager (CIM)®.
Colton’s educational background includes earning his Bachelor of Science while attending American International College (AIC) on a full NCAA Division I hockey scholarship and the University of Victoria. While at AIC, Colton won the Student Excellence award for having the top GPA within his major and was named to the 2012-13 Atlantic Hockey All-Academic Team.
In his free time, Colton is a volunteer hockey coach with the Hollyburn Huskies in West Vancouver and enjoys mountain biking and skiing with his fiancé, Kristi.
April LeNeveu
Business Development Manager
April LeNeveu is the Business Development Manager for Rockmoor Wealth Management. April brings with her a wealth of experience building on her previous administrative, sales and marketing experience in the auto and oil industries. Away from the office, April is busy with her four young children, enjoys horseback riding and taking care of her farm animals.
Randi Touhey, BA
Client Relationship Manager
Randi is a Licensed Life Insurance Advisor and the Client Relationship Manager for Rockmoor Wealth Management. Randi brings administrative & communication experience from both the corporate and industrial environment. Born and raised in Vancouver, BC, she attained her Bachelor of Arts Degree at Simon Fraser University. In 2013, Randi relocated with her husband and 2 daughters to Nanaimo. In her downtime, she keeps active hiking and skiing with her family and exploring all Vancouver Island has to offer.
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Take the Next Step
Our team in Nanaimo has acquired decades of experience specializing in providing quality financial advice in areas of financial planning, investments and insurance. Book a meeting with us to learn how we can help you with your finances.