Rhonda joined Investment Planning Counsel in 2001 as a founding partner of the Orillia Branch. With over 4000 renovated square feet of space, she and her partners opened the doors to one of the largest branches of Investment Planning Counsel in Canada. She and her partners proudly received the “Entrepreneur of the Year” Award from the City of Orillia for their efforts. Experience: Rhonda graduated with high honours from Seneca College of Applied Arts and Technology. She started out in the 1980s in investment administration and cash-flow management for a large Trust Company on Bay St. in Toronto. She left as Manager of investment Administration and moved on to a larger “B” Bank in the downtown core where she acquired extensive experience in the wholesale markets. To increase her effectiveness, she studied Canadian Investment Management at University of Toronto and completed the Canadian Securities Course. In addition to money market and foreign exchange sales, she was the first bond salesperson for Bank of America Canada. She and her traders went on to establish a thriving bond department that quickly expanded and became an integral part of the Bank. With this experience, Rhonda was invited to work at a large Investment Dealer as the Money Market Specialist in Capital markets area. As the dealer was eventually acquired by one of the “A” banks she continued to work for the bank in this area. Although working on Bay Street in Toronto had its rewards, Rhonda chose to move her young family from the Toronto area and return to the Orillia/Midland area and become a personal financial advisor. Education: To provide full service to her clients Rhonda, acquired her Life Insurance License (Level 11), and the Canadian Investment Funds Course (Mutual Funds). She later added the Professional Financial Planning Course and acquired her EPC designation (Elders Planning Counselor). Rhonda has also completed the requirements to be a Registered Deposit Broker. She continues to educate herself in the areas of Estate Planning, Taxation, Investments, and Portfolio Theory. She individually, and as a team, has won many awards for her and their achievements in the field. Objectives: Rhonda and her team are able to draw on IPC’s resources to help find innovative solutions for her clients’ individual needs. One of Rhonda’s strengths is her ability to work with individuals and help them achieve their financial goals and objectives. Recognizing that no two clients have identical needs and aspirations, she helps you understand your total financial picture. Whether it be saving and planning for retirement or growing your capital, we will work with your to build a customized strategy unique to your situation. We will “shop the market” on your behalf and provide you with advice that is unbiased. We then package the right mix of products and services that are appropriate to your specific needs. As circumstances change over time we will adjust your plan, if needed, to keep it targeted towards your priorities in life. Rhonda encourages her clients to ask questions with regards to their finances or dreams. In most cases, as individuals, we never plan to fail, just fail to plan. We pride ourselves on maintaining long and successful relationships with our clients and consider them our highest priority.
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