David LeNeveu

Vistage Speaker | CEO – 3PG | CEO & Founding Partner – Rockmoor Wealth Management | TEC Canada Speaker

David is a founding partner of Rockmoor Wealth Management, specializing in high-net-worth corporate and personal financial planning, investment, and insurance solutions. Holding prestigious designations such as CIM®, FCSI®, PFP®, and CEA®, he is also a registered speaker for TEC Canada. With a background in Applied Economics and Management from Cornell University and 12 seasons as a professional goaltender, including a final NHL appearance in the 2014 Stanley Cup Finals with the NY Rangers, David brings a unique perspective to his financial work. He is committed to protecting clients’ assets, fostering growth, and guiding them to make informed financial decisions that reflect their holistic financial needs.

David LeNeveu

Vistage Speaker | CEO – 3PG | CEO & Founding Partner – Rockmoor Wealth Management | TEC Canada Speaker

David is a founding partner of Rockmoor Wealth Management, specializing in high-net-worth corporate and personal financial planning, investment, and insurance solutions. Holding prestigious designations such as CIM®, FCSI®, PFP®, and CEA®, he is also a registered speaker for TEC Canada. With a background in Applied Economics and Management from Cornell University and 12 seasons as a professional goaltender, including a final NHL appearance in the 2014 Stanley Cup Finals with the NY Rangers, David brings a unique perspective to his financial work. He is committed to protecting clients’ assets, fostering growth, and guiding them to make informed financial decisions that reflect their holistic financial needs.

David’s Topics

Business owners and shareholders of Canadian Controlled Private Corporations (CCPCs) face growing challenges navigating the ever-changing tax regulations, which can have significant and unintended consequences on their operations. This presentation covers key topics such as standard tax-efficient planning, income splitting strategies, and current government tax regulations impacting business owners, including the advantages, and drawbacks. It also offers solutions, including investment and insurance strategies, and discusses how to structure planning for the long-term success of business owners, with real-life case studies and expert guidance on creating effective, tax-efficient plans.

This presentation explores the key aspects of engaging with investment advisors, such as their qualifications, licensing, and regulation, while examining the limitations of traditional stock/bond models. It also covers investment approaches focused on asset protection and growth, along with tailored advice for business owners on selecting appropriate investment vehicles, managing asset allocation, and planning for retirement or withdrawals.

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