Rockmoor Wealth Management

I have known Terry for over 30 years. He’s a successful businessman, team builder and wealth advisor. I find him to be very ethical and transparent in his approach to delivering comprehensive wealth management services to his clients at the highest level. I’m very pleased to be a member of the Rockmoor Wealth Team.

With the early part of my career being spent working in Vancouver in the private wealth division of a global investment bank and with extremely high expectations, for the past decade plus I had always primarily self-managed my financial affairs...that is, until I was introduced to the team at Rockmoor Wealth Management. What initially began as a business introduction from mutual contact quickly transitioned into a client relationship, as it was soon evident that the team at Rockmoor approached their profession with extreme diligence, care, and a true client-first approach. David, Terry, Randi, and the whole team at Rockmoor have been exceptional to work with from day 1. They took the time to understand our situation and long-term goals, have never applied any pressure or made any suggestions that I haven’t wholeheartedly believed were in our best interest, outlined a range of insurance options with varying cost structures to ensure we were adequately protected, and our financial portfolio has performed exceptionally well both while the market has been on the rise and during times of volatility. As far as wealth management firms go, and for that matter professional service providers in general, this firm is on another level. I will certainly be looking for opportunities to introduce those in need of discretionary wealth management and insurance advisory services to the team at Rockmoor Wealth Management!

Dave at Rockmoor and his team are outstanding. In the last 2 years they have helped us invest and see positive returns with reliable growth. A great team!

I've known Terry since 1986. Terry is a dedicated, hard working person, a man of integrity. We started in this industry together back in 1986. Almost 34 years later...borh of us still in the industry. I would highly recommend Terry.

I recently had the opportunity to collaborate with David from Rockmoor Wealth Management. Both David and Terry attended the initial client meeting and patiently explained their approach to my clients. Their knowledge and client first approach was welcomed and appreciated. My clients are excited to have a clear path forward while they work to obtain their retirement goals. I look forward to the opportunity to work with David and Terry again in the future!