David Leneveu

David LeNeveu, CIM, FCSI, PFP, CEA, serves as the Chief Executive Officer of 3 Planning Group, focusing on succession planning for financial advisors. As the CEO and Founding Partner of Rockmoor Wealth Management, David specializes in corporate and personal financial planning, investment solutions, and legacy planning, collaborating with accountants and professionals to educate clients. David is also a registered speaker for TEC Canada, sharing expertise in wealth management and financial planning. Previous roles include governance and leadership positions in junior hockey, professional hockey experience in North America and Europe, and various insurance and investment roles. David's educational credentials include degrees from Cornell University and multiple certifications from the Canadian Securities Institute, showcasing a strong background in financial and insurance disciplines.