Rockmoor Wealth Management
62Developing1090 W Georgia St #1160, Vancouver, BC V6E 3V7, Canada
About
Rockmoor Wealth Management is a team of wealth management specialists offering personal and corporate financial planning, investments, and insurance across Nanaimo, Vancouver, Calgary, and Winnipeg.
Senior Care Path Summary
Rockmoor works in partnership with clients to develop a comprehensive financial plan that grows with you and your family. The team analyzes your current situation, helps you define your future goals, and continuously monitors and amends your plan to fit your needs. They offer personal financial planning, investments, insurance, and GIC or high-interest savings products.
The firm specializes in creating integrated wealth management plans that take into account investments, taxes, and legacy wishes. Their team includes professionals with Chartered Investment Manager (CIM), Fellowship (FCSI), Certified Financial Planner (CFP), and Chartered Insurance Executive (CEA) designations, ensuring you're working with qualified advisors.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Families planning comprehensive wealth management
- Retirees mapping investments and legacy wishes
- Business owners and their personal finances
- Clients seeking integrated financial plans with insurance and investment advice
Conditions & Needs Supported
Fees & Payment
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
6 Google reviews
Most recent reviews
Rajat J
a week ago · via Google
Jamie has a way of making financial conversations feel simple and approachable. It's clear he puts people first and focuses on long-term relationships, not quick wins. If you're looking for someone you can trust with your financial future, Jamie is a great choice.
Leonie Morris
a week ago · via Google
Jamie is professional, approachable, and clearly passionate about helping people make informed financial decisions. I appreciate his willingness to share his knowledge and build genuine relationships. I would highly recommend connecting with Jamie if you're looking for a trusted financial professional.
Kori Cruickshank
2 months ago · via Google
I have been working with Jamie Mclean for 2 years and have been with Rockmoor almost 1 year. Jamie has helped me and my wife grow our investments and be able to buy our dream home. I would recommend Jamie and Rockmoor to anyone, not only do they grow your investments, he helps come up with a plan that suites you and your families needs.
Summary of Google Reviews
Summarized by Senior Care Path from Rockmoor Wealth Management's Google rating and recent reviews. Confirm specifics with the provider.
Rockmoor Wealth Management holds an excellent 5.0-star rating across 6 Google reviews. Recent reviewers most often highlight warm, welcoming community and responsive, helpful communication.
Most common praise
- Warm, welcoming community
- Responsive, helpful communication
Services
Licenses & Registrations
- Chartered Investment Manager (CIM)
- Fellowship, CSI (FCSI)
- Certified Financial Planner (CFP)
- Chartered Insurance Executive (CEA)
Listed from the provider's website, confirm current registration with the relevant regulatory college before booking.
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
Languages Supported
- English
Frequently Asked Questions
What services does Rockmoor Wealth Management offer?
Rockmoor Wealth Management is a financial planning provider in Vancouver, British Columbia. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
What languages does Rockmoor Wealth Management speak?
Staff at Rockmoor Wealth Management are noted as speaking English. If a specific language matters for you or your parent, confirm availability for the appointment time you need.
How do I book an appointment with Rockmoor Wealth Management?
You can call Rockmoor Wealth Management directly at (604) 833-8852, or send a request through this page and a Senior Care Path advisor can help you connect and compare financial planners in Vancouver. It is free, with no pressure.
Is Rockmoor Wealth Management verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.
Location
1090 W Georgia St #1160, Vancouver, BC V6E 3V7, Canada
Also serves
- Nanaimo, British Columbia
- Vancouver, British Columbia
- Calgary, Alberta
- Winnipeg, Manitoba