Services

An overview of my services, connecting you with your finances.

As your wealth advisor, my job is to assess your whole financial picture and develop a strategy that is specifically tailored to you and your financial needs. My focus is on investments, estate planning, banking needs, and protection planning.

My style of financial planning 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.

I will then develop a six-step plan to follow that will lead to tailor-made financial package for you.

Financial Planning Steps


Wealth Planning - Simply put, wealth-planning means developing an overall plan to achieve your financial goals that can be used to guide all retirement, estate, tax, education and investment planning decisions.

The key to success in wealth planning is to develop your plan, implement it and review it regularly to ensure that it reflects all changes in your personal circumstances.

  • Retirement Planning
    Make sure you have enough assets and income to enjoy the kind of retirement life you've been hoping for.

  • Estate Planning
    Ensure that your assets are distributed according to your wishes - consider both the financial and administrative implications.

  • Tax Planning
    By structuring the right mix of investments for your portfolio, you can pay less tax while ensuring optimal returns.

  • Income & Asset Protection
    Insurance products can be used to help build your estate while protecting your loved ones in the event of death or disability.

  • Education planning
    Develop a savings strategy before your children start post-secondary education - the earlier the better.

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


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.

All insurance products are sold through ScotiaMcLeod Financial Services Inc. ScotiaMcLeod Financial Services Inc. is an insurance subsidiary of Scotia Capital Inc., a member of the Scotiabank Group. When discussing Life Insurance Products, ScotiaMcLeod Investment Executives are acting as Life Underwriters representing ScotiaMcLeod Financial Services Inc.

TM Trademark of The Bank of Nova Scotia. Scotia Capital Inc. authorized user of the mark. ScotiaMcLeod is a division of Scotia Capital Inc., Member CIPF.

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