Rockmoor Wealth Management

David LeNeveu, CIM, FCSI, PFP, CEA, currently serves as the Chief Executive Officer of 3 Planning Group since July 2023, focusing on succession planning tailored for financial advisors. As CEO and Founding Partner of Rockmoor Wealth Management since September 2015, David specializes in comprehensive financial services for high net worth individuals and business owners. Additionally, David is a registered speaker for TEC Canada, advancing business leadership through expertise in wealth management and financial planning. With a background in professional hockey, including positions with the New York Rangers and HC Slovan Bratislava, David also holds multiple financial certifications and degrees, reflecting a strong commitment to financial education and client service.

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