My number one goal is to make you feel safe about your finances. With practical knowledge and an honest approach, I can help you become a responsible steward of your money. When we work together, you'll benefit from practical, actionable plans that will bring you peace of mind.

My Mission

  • Assist people in becoming educated, empowered and inspired with their finances.
  • Motivate clients to confidently make important financial decisions.
  • Be an active listener to provide my clients with the best possible financial advice.
  • Partner with clients to achieve their financial and personal goals.
  • Educate myself continually to become a better advisor.
  • Be a dedicated problem solver and find creative ways to help clients meet financial goals.

You'll feel like my only client…

When we work together, my goal is to get to know your goals and dreams so that I can present a holistic financial plan that suits you perfectly.

As your financial advisor, I will:

  • Work hard to earn your trust.
  • Seek out new ways to meet your needs.
  • Passionately share information that I find.
  • Analyze and organize your information to create peace of mind.
  • Make sure you understand the concepts and plans we’re covering.
  • Answer any and all questions you may have.
  • Establish clear measurements of success.
  • Implement, monitor and evaluate your strategy.
  • Remain accountable for the investment advice I provide.
  • Stay in touch with regular communication.

Are you ready to see the difference holistic financial planning and advice can make? I invite you to request a complimentary meeting so I can learn more about you.

Rhonda's Credentials, Education & History

  • 23 years in the financial services industry
  • 15 of those years as a Financial Advisor
  • Achieved her Liberal Arts Diploma from Simon Fraser University
  • Holds the prestigious Certified Financial Planning (CFP) designation, as well as the Financial Management Advisor (FMA)designation.
  • Securities licensed
  • Life insurance licensed

Rhonda In The Media

Check out Rhonda's appearances on Canadian publications and media here!

About ScotiaMcLeod

You can learn more about ScotiaMcLeod and its history here.

What clients say

“…Rhonda was wonderful in helping me make sense of our financial matters. Nothing was or is too much trouble for her…”

Glenda Benzies

“… it is because of Rhonda's skills and financial advice I was able to retire early. This is something I will be forever thankful to her for!…”

Ron Pickle

Read More Testimonials

Higher Divorce Rate for Over 50′s Means Good Financial Planning Essential

May 14th - In Canada, divorce rates for most age groups have been declining in recent years, with one notable exception. Baby Boomers (people born between 1946-1964) are deciding to end their marriages … [read full article]

Are You Prepared to Live Single in Retirement?

May 7th - Many women picture their retirement years as a time when they will have more time to spend with their spouse or partner in ways which are meaningful to them. The … [read full article]

→ Go To Rhonda's Blog

Who is Rhonda?

Rhonda is a financial advisor in Vancouver providing financial planning, investment management, retirement planning, estate planning, insurance planning and tax planning.

Contact Rhonda Now

Get in touch with Rhonda now in order to get your wealth planning started.

Direct: 604.661.1532
Fax: 604.661.7494

View the Contact Page