Rhonda isn't your average "suit and tie" advisor. She’s a professional problem-solver who genuinely loves what she does. Her secret sauce? A passion for building real relationships and helping families, business owners, and retirees turn a messy pile of financial "what-ifs" into a clear, confident strategy that balances today’s coffee runs with tomorrow’s retirement dreams.
With two decades of experience under her belt, she is especially on a mission to empower women to take the driver’s seat of their financial futures, giving them the tools and the "heck yes!" confidence to make big-impact decisions.
Rhonda walks with her clients through every season of life:
- The Accumulation Phase: She helps families master the art of the "save" with strategies that actually work for their lifestyles.
- The Retirement Pivot: When it’s time to enjoy the fruits of your labour, Rhonda identifies the most tax-efficient ways to draw income—navigating the maze of CPP, OAS, pensions, RRSPs, and TFSAs so you keep more of your hard-earned money.
By leveraging advanced planning software with built-in AI features, Rhonda takes financial planning to a whole new level. It’s sophisticated and data-driven, but her goal is always the same: to simplify the complex. Whether she’s figuring out how to get trapped capital out of a corporation or passing along generational wealth, she makes sure the tax man gets as little as possible.
Core Areas of Expertise:
- Wealth & Investment Planning
- Tax & Estate Strategy
- Retirement & Insurance Planning
- Portfolio Management
When she isn’t crunching numbers or collaborating with lawyers and accountants, you can find Rhonda staying active, hanging with her favorite humans, or exploring with her best four-legged friend, Archie.
Rhonda is a Certified Financial Planner, Chartered Life Underwriter, and Certified Executor Advisor. She is a member in good standing with Advocis: The Financial Advisors Association of Canada, and The Estate Planning Council of Winnipeg.