financial planning & advice, Rhonda Sherwood About Rhonda

CFP (Certified Financial Planner)
FMA (Financial Management Advisor)

As a financial planning expert, I like to take a holistic approach to financial management, looking at your total assets and objectives and then giving strategic advice on how to meet your financial goals.

My style is very collaborative. I bring together a team of professionals to provide you with the total financial solutions you need to help reach your financial goals. I will work with you to help assess your whole financial picture and create a plan that is perfect for you.

With over 19 years experience within the Scotia Group, I have gained an in-depth knowledge of the finance industry.

My goal is to help you achieve peace of mind by providing trusted advice and personalized solutions to meet your financial goals.

A large focus for my practice is working with women. A woman can certainly understand the specific financial priorities of women better than men. And, it has been my experience that women clients feel more comfortable discussing their financial needs with another woman. As a woman advisor, I have more empathy with my clients' lifestyles and aspirations.

I deeply believe that a dedication to education, knowledge, and a strong sense of ethics are the cornerstones of a prominent investment advisor. I am a Liberal Arts graduate from Simon Fraser University. I have also achieved the globally recognized professional designation of a Certified Financial Planner (CFP), my Financial Management Advisor designation (FMA) and my Canadian Securities Course.
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Contact Rhonda
#1100 - 650 West Georgia St
Vancouver BC
V6B 4N9
Direct Line : 604.661.1532
Fax Line : 604.661.7494
Email :
rhonda_sherwood@scotiamcleod.com
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This Website is only intended only to convey information. It is not to be construed as an investment guide or as an offer or solicitation of an offer to buy or sell any securities. The author of the website is an employee of ScotiaMcLeod, a division of Scotia Capital Inc. ("SCI"), but the data selection, analysis and views expressed herein are solely those of the author and not those of SCI. The author has taken all usual and reasonable precautions to determine that the information contained in this website has been obtained from sources believed to be reliable and that the procedures used to summarize and analyze such information are based on approved practices and principles in the investment industry. However, the market forces underlying investment value are subject to sudden and dramatic changes affecting data availability and information may be available which is not reflected in this website. Consequently, neither the author nor SCI makes any warranty as to the accuracy or completeness of information, analysis or views contained in this website or their usefulness or suitability in any particular circumstance. This website should not be relied upon for any investment or portfolio assessment or other transaction please consult your ScotiaMcLeod Investment Executive directly to review any proposed investment or transaction. SCI and the author accept no liability of whatsoever kind for any damages or losses incurred by you as a result of reliance upon or use of this website in contravention of this notice.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. All performance data represents past performance and is not indicative of future performance.

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