Rockmoor Wealth Management
62Developing1911 Portage Ave #1, Winnipeg, MB R3J 0J3, Canada
About
Rockmoor Wealth Management provides personal and corporate financial planning, investments, and insurance services from its Winnipeg office at 1911 Portage Ave, serving clients throughout Manitoba.
Senior Care Path Summary
Rockmoor Wealth's Winnipeg office, led by Adam Henry CFP, CIM, serves retirees, professionals, and business owners across Manitoba with personalized financial planning, retirement strategies, and investment advice. The team delivers clarity and confidence for families approaching retirement, building wealth, or planning their estate, with advisors ready to guide your financial journey from their Portage Avenue location.
Personal services include financial planning, investments, insurance, and GICs, with experience working specifically with retirees and professionals. The firm combines local insight with advanced financial expertise to help clients across Winnipeg and surrounding areas navigate their wealth with confidence.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Retirees planning retirement and investments
- Professionals building wealth
- Business owners optimizing corporate finances
- Families approaching retirement
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
6 Google reviews
Most recent reviews
Dawson Barteaux
4 months ago · via Google
I’ve had a great experience working with Adam. He’s helped grow my portfolio while also taking the time to explain things in a way that makes sense to me. I really appreciate that he doesn’t just make decisions, he makes sure I understand what’s going on and why. He’s very knowledgeable, easy to talk to, and always makes time whenever I have questions. I’d highly recommend him to anyone looking for a financial planner they can trust.
Brett S
4 months ago · via Google
Adam has been a person I have relied on for over a decade. He is a straight shooter with a positive personality and great integrity. Mature and experienced beyond his years, I trust and would recommend Adam to anyone.
Jayden Wiebe
4 months ago · via Google
We have been working with Adam to start our journey to become more financially wealthy for our future and it has been absolutely amazing working him! He is also going to help us with growing a business into being finally stable! We would highly recommend working with him!!
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.
Services
Licenses & Registrations
- Certified Financial Planner (CFP)
- Chartered Investment Manager (CIM)
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
Location
1911 Portage Ave #1, Winnipeg, MB R3J 0J3, Canada
Also serves
- Winnipeg
- Manitoba