David Leneveu
Registered Speaker @TEC Canada
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WORK HISTORY
Registered Speaker @TEC Canada
CA
As a registered expert speaker, David helps to advance TEC\'s vision to accelerate the growth and development of Canadian business leaders through his expertise in the areas of corporate and personal wealth management, financial planning, and tax efficient investing.
EDUCATION
Cornell University
Applied Economics and Management
Canadian Securities Institute
Canadian Securities Course (CSC)®
Investment Funds Institute of Canada (IFIC)
Canadian Investment Fund Course (CIFC)
Canadian Securities Institute
Financial Planning Integration Course (FPIC)
Canadian Securities Institute
Fellow of CSI (FCSI)®, Wealth Management & Financial Planning
Canadian Securities Institute
Investment Management Techniques (IMT)®
Canadian Securities Institute
Chartered Investment Manager (CIM)®
Institute of Financial Services Education (IFSE)
Life License Qualification Program (LLQP), Life Insurance, Accident & Sickness Insurance
Canadian Securities Institute
Wealth Management Essentials (WME)®
Canadian Securities Institute
Portfolio Management Techniques (PMT)®
Canadian Securities Institute
Financial Planning Supplement (FPSU)
Canadian Red Cross
EMA First Responder & CPR - BLS, Emergency Care
SKILLS
ABOUT DAVID LENEVEU
I am the founding partner and CEO of Rockmoor Wealth Management and the 3 Planning Group.…
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