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In our view, that means working together seamlessly – with Rhonda as portfolio manager, a chartered financial analyst, a certified financial planner, and a client experience associate – to ensure you can accomplish your goals. Plus, with full access to RBC resources and a vast network of expert partners, our team ensures you receive the highest standard of service excellence and expertise for every facet of your plan.
Our unmatched experience in delivering unparalleled value to clients and their families empowers us to handle every client opportunity – big or small – with the highest level of expertise and care.
As a team, we believe in transparency that focuses attention on where it should be: professional accreditation, experience, and a proven track record in delivering results to high-net-worth clients.
We are proud to have received several individual and team awards that stand as a testament to our unwavering commitment and dedication to our clients and community.
Senior Portfolio Manager, Wealth Advisor & Financial Planner
Continuous Improvement Mindset. As one of the top wealth advisors at RBC Dominion Securities, Canada’s leading full-service wealth and investment firm, Rhonda remains committed to continuous improvement and leveraging her innovative thinking, results-driven mindset, and unwavering dedication for the benefit of her clients. Beginning her career as a student intern in 1994, she excelled in grasping the inner workings of the financial services industry and quickly found her passion. “I fell in love with the markets,” she says, “but most of all, I fell in love with the opportunity to make a meaningful and lasting difference in people’s lives.” In 2002, with a five-month-old at home and a dream of forging new ground in wealth planning expertise and service excellence, Rhonda founded a practice of her own: Hymers Private Wealth.
As senior portfolio manager, wealth advisor and financial planner, Rhonda is proud to lead a team that serves some of the country’s most affluent families, Indigenous communities, healthcare professionals, sports professionals, and business owners. Dedicated to providing a family office approach, she works closely with clients to build a fully customized strategy that uncovers their needs, priorities, and goals and recommends the right investment, retirement, business succession, and estate planning solutions to address them. Rhonda is well respected by clients and colleagues alike for providing her undivided attention, taking complete responsibility for her clients’ financial well-being, and always looking forward. To that end, she prioritizes learning to stay ahead of the ever-changing industry and most recently earned the Certified Financial Planner (CFP) and Family Enterprise Advisor (FEA) designations, expanding her ability to offer specialized advice to entrepreneurs and business family clients.
In 2013, in recognition of her exemplary integrity, performance, and service, Rhonda became the first investment advisor to receive the RBC Leo Award – the highest achievable honour among 90,000-plus employees. In 2022, she was a recipient of the Women of Distinction Award recognizing her initiative, dedication, and leadership within the firm, and in 2023, she earned the coveted RBC Global Citizen Award for her commitment to giving back within her community.
Rhonda is grateful she can enjoy life and a rewarding career in the Okanagan. In her spare time, she spends quality time with her husband, Jason, and three children while giving her energy and resources to the community that has been so generous in supporting her success. Today, Rhonda is an active volunteer at KGH Foundation’s Perking Lot and a dedicated supporter of The Child Advocacy Centre of Kelowna, Make-A-Wish, The Bridge Youth, and other local charities focused on children, youth, and families.
Wealth Advisor & Financial Planner
Rossi leverages over two decades of financial services experience and expertise, making her an invaluable asset to the Hymers Private Wealth team. As a teen, she always admired the way her mother’s financial advisory team played such a key role in the family business, and their influence was pivotal when she chose to join RBC as a personal financial services representative and eventually, the world of wealth management. She has since established herself as a trusted, caring, and dedicated guide for clients seeking to achieve their long-term objectives.
Today, as wealth advisor and financial planner, Rossi is pleased to have an advisory role that is every bit as rewarding as she dreamed. She takes great joy in uncovering clients’ goals, planning and implementing their personalized investment strategy, and getting to witness many of the positive outcomes in their life that come out of it. Her area of specialty is ensuring clients’ portfolios are aligned to their objectives, long-term goals, and cash flow needs, and she works closely with their tax advisors to ensure it is efficiently structured. To accomplish all of this, Rossi leans on her Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Family Enterprise Advisor (FEA) designations – the pinnacle of expertise for family-focused wealth strategies that makes her specially qualified to meet the complex and ever-changing needs of business owner families. In 2022, upon receipt of her Chartered Life Underwriter (CLU) designation, Rossi was awarded the 2022 John A. Tory Award from the Institute for Advanced Financial Education, presented annually to the CLU graduate who achieves the highest marks for all course subjects in the year.
Rossi is devoted to raising her two school-aged children, Maggie and Ilo, in beautiful Vernon, BC. In her spare time she enjoys pursuing professional development through the completion of industry courses and designations, staying active, and running marathons.
Associate Portfolio Manager
Kuan has always viewed wealth management as an exciting industry where his math and finance skills could help improve others’ quality of life. And, since he joined the industry in 2005, he has proven exactly that.
A Chartered Financial Analyst (CFA) charterholder, Kuan is one of our team’s investment analysis experts. He supports Rhonda by conducting investment research, and assists in managing your portfolio to reflect both the evolving investment landscape and your goals as they change over your lifetime. Kuan is a great point of contact to address your market and portfolio management related questions.
Outside of the office, Kuan spends his time with his wife, Trang, and his young daughter, Ella, who was born in May 2019. They like to go on walks along the water and snowboarding in the winter.
Associate Investment Advisor
Darren joined the industry in 1996, after studying Computer Information Systems at Okanagan College. He originally pursued IT because of his affinity for computer science and math, but, when his fascination with capital markets brought him to the world of financial services, he never looked back.
Today, Darren is a Chartered Financial Analyst (CFA) charterholder and one of our team’s investment analysis experts. Keeping abreast of market trends, opportunities, and risks, he supports Rhonda through active portfolio management, diligently working to keep your investments aligned to your goals and the market landscape. He is an important point of contact for your market, economic, and investment-related questions.
Outside of the office, Darren enjoys spending time with his wife, Trudi, and their cat, O.J. He is pleased to answer any of your market-related or portfolio management questions.
Associate Wealth Advisor & Financial Planner
Kirsten started her career with RBC as a summer intern in 2008 and never looked back. Since then, she has credited a number of mentors at RBC whom she has had the opportunity to work with and learn from.
Having begun her career in retail banking as a teller, Kirsten went on to complete her Bachelor of Commerce in Finance from the University of Alberta before moving to BC, where she became an accredited Personal Financial Planner (PFP). She earned her Certified Financial Planner (CFP) designation in 2023 and is currently pursuing her Chartered Investment Manager (CIM) designation.
The most rewarding part of Kirsten’s role is working with clients one-on-one to discover what is most important to them and creating strategic financial plans with utmost care to achieve their goals. She knows everyone has a unique set of circumstances and should, in turn, have a financial plan unique to them. To that end, Kirsten supports Rhonda and our team in ensuring our clients have a comprehensive wealth plan in place, and liaising with their tax and legal advisors to ensure implementation of decided-upon strategies.
Kirsten was born in Vernon, grew up in Alberta, started her career and family in Northern BC and is now delighted to call Lake Country home. When Kirsten is not at work, she enjoys spending time with her husband, Aaron, and two young sons, Reid and Bennett. They enjoy being outside, spending time with family and friends, and can often be found on weekends either at a lake or on an adventure up a mountain.
Administrative Assistant & Financial Planner
Savannah started her career in the financial industry with RBC in 2012, motivated by her desire to help others. Since then, she has worked as a client service advisor, banking advisor, and financial planner, simplifying what can feel complex and overwhelming for clients.
She joined our team as an Administrative Assistant in 2023 and draws upon her experience and skills to create personalized financial plans and investment strategies for clients and connect them with RBC specialists as needed. Clients appreciate her caring attitude and the knowledge she brings to the table. Savannah is a Certified Financial Planner (CFP) with a Bachelor of Business degree from the University of British Columbia.
Outside of work, Savannah enjoys spending time with her spouse, Luigi, and their young son, Matteo, exploring parks, beaches, and all the Okanagan has to offer.
Wealth Associate
Marnie’s path to financial services has been incredibly unique. With a background in Oceanography, Marnie graduated from the University of Rhode Island with a Masters in Marine Conservation and Policy. After building and selling a successful watersports company, she found herself drawn to financial services because of her personal experience managing family finance and her love for problem solving. After moving to the Okanagan, she began her education in finance by completing Canadian Securities Institute courses. Marnie is highly organized and personable, providing proactive services for your wealth management needs.
Outside of the office, Marnie enjoys photography, SCUBA diving, and spending time with her two children. She believes it is important for all of us to help those in need, if we are able, and supports local charities such as the Child & Youth Advocacy Centre of Kelowna and The Bridge Youth & Family Services Society.
Senior Associate
A passion for numbers and analytics drew Jennifer to the financial services industry eight years ago – meeting clients and their families, getting to know them on a personal level, and helping them achieve financial peace of mind have kept her here. Jennifer honed her considerable skills with previous associate roles at RBC Dominion Securities in Calgary and Vancouver. As a senior associate on our team, she assists clients with everything from everyday requests to helping solve more complex needs, and clients and colleagues alike appreciate her efficiency, empathetic nature, and warm, sincere demeanor.
Jennifer graduated from the University of Calgary with a Bachelor of Arts degree in Psychology with a minor in Management. She has also completed the Canadian Securities Course, Conduct & Practices Handbook,,and Finance and Financial Management Services courses.
Away from work, Jennifer enjoys spending time with her two teens, Chloë and Holden, and her dog, Coco. You can often find her gardening, spending time at the beach, and dreaming of her next travel destination.
Administrative Assistant
Allyson began her financial industry career with RBC in 2020, inspired by her interest in finances and ability to assist others. Prior to joining Hymers Private Wealth as an administrative assistant, she was a banking advisor, honing her problem-solving and communication skills.
Knowing that no two situations are alike, Allyson attentively and efficiently assists advisors and clients with administrative tasks. She enjoys building relationships with clients and helping them feel at ease. To broaden her skills, Allyson is taking courses through the Canadian Securities Institute. She is also a registered Mutual Fund Representative.
Away from work, Allyson enjoys spending time with her spouse, Austin, and outdoors, whether golfing, hiking, running, snowboarding, or travelling. She supports the motionball Marathon of Sport for Special Olympics, 100 Heroes Kelowna, and is actively involved in volunteering for various charities.
Associate
Jin’s career was inspired by her financial planner who empowered her to shape a more secure financial future, which motivated her to pay it forward and assist others in a similar way. She began her career in 2022 as an RBC banking advisor and joined our team as a client experience associate in 2024.
Dedicated, conscientious, and thoughtful, Jin works with colleagues and clients to meet each client’s needs. To better serve clients, Jin continues to develop her skills through courses from the Canadian Securities Institute and has obtained her Certificate in Financial Services Advice (CFSA). Jin also holds a Master of Business Administration from University Canada West.
In her leisure time, Jin enjoys the great outdoors with her spouse, Kelvin, and their Springer Spaniel, Marley. They go hiking, camping, and kayaking together, wherever dogs are welcome. She also volunteers for various community organizations and events.
Client Experience Associate
A passion for client service led Maggie to join RBC Dominion Securities in 2022. The highlight of her work is getting to know our vibrant, diverse clients, and helping them in the pursuit of their financial goals. In her current role, Maggie draws on her considerable organizational skills to take care of communications tasks and data entry for our team. Clients and colleagues alike appreciate her attention to detail and upbeat attitude.
An avid reader, Maggie enjoys discovering new authors in her spare time. She also likes to attend live music events with friends, and is committed to giving back to her community. Maggie has been a Kelowna General Hospital volunteer since 2020 and, in 2023, hosted a provincial park clean-up as part of a wildfire prevention initiative.
Business Development Lead
Having grown up in Kelowna, Callum has been with our team since 2018, providing marketing support in relaying Rhonda’s weekly client communications to keep you informed about the markets, online and in-person presentations, along with the fun and engaging client events that our team loves to host. He’s also a (very welcome) leading authority in offering tech support to the rest of our team. Callum recently graduated from Okanagan College in Kelowna, earning a Bachelor of Business Administration degree with a specialty in marketing.
From a young age, what has interested Callum most about wealth management and financial planning is the opportunity to make connections with others and serve as support for clients as they make plans for their future. He takes great interest in the new technology platforms RBC rolls out frequently to enhance the client experience – and in helping implement that client-forward technology among our own team.
In his spare time, Callum loves everything outdoors – especially motorbiking, camping, fishing, and being out on the lake with his friends.
Tatianna knows firsthand how important financial knowledge is, especially as a young adult, and is committed to helping clients improve their financial literacy on the path to reaching their goals. While attending the University of British Columbia, Tatianna completed several internships in marketing and financial analysis for health-related companies, which led her to pursue a career in wealth management.
She joined RBC Dominion Securities in 2022, and enjoys getting to know our clients, and helping them in a meaningful way. In her current role, Tatianna, deals with client questions and requests, and delivers the highest possible level of client service. She also takes care of weekly client communications, market updates, online and in-person presentations, and client event administration.
Tatianna was born in Winnipeg but moved to Kelowna with her family in 2015. In 2023, she graduated from the University of British Columbia with a Bachelor of Science in Kinesiology and Psychology. Outside of work you can find Tatianna baking a new dessert recipe, snowboarding at Big White, or taking a Pilates class.
No matter your unique financial situation, our team is equipped to offer personalized advice to help you address it.
