Photo Rockmoor Wealth Management via Google

Is this your practice?

Claim this free listing to verify your details, add credentials, photos, and services, and connect with families actively searching for care.

Financial Planning

Rockmoor Wealth Management

44Limited

1090 W Georgia St #1160, Vancouver, BC V6E 3V7, Canada

5.0(6 Google reviews)on Google

About

Rockmoor Wealth Management is a local financial planning provider in Vancouver, British Columbia. Details below come from public business listings, confirm credentials, registration, and fit directly before booking.

Senior Care Path Summary

Not listed yet. to add a detailed description of this provider.

Who This Provider Is Best For

Not listed yet. to add who this provider is best suited for.

Photo Gallery

Photos via Google Maps

Google Reviews

View all on Google

5.0

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.

See all 6 reviews on Google

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

ThemesAtmosphereCommunication

Services

Financial Planning

Licenses & Registrations

Not listed yet. to add licenses & professional registrations.

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.

Verify a CFP professional (FP Canada)

Associations & Accreditations

Not listed yet. to add professional associations & accreditations.

Languages Supported

Not listed yet. to add languages spoken by staff.

Location

1090 W Georgia St #1160, Vancouver, BC V6E 3V7, Canada

Also serves

Vancouver and surrounding areas