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As an experienced and accredited Family Enterprise Advisor, Rhonda and the Hymers Private Wealth team understand the subtleties, complexities and unique importance of managing wealth to last generations. We become your trusted, go-to advocate for all of you and your family’s questions and concerns, building and protecting your wealth with dedication, expertise, and care.
We get to know you and your family closely, so we can build and maintain a finely-tailored plan with your lifestyle, ambitions, and future at heart. This involves an evolving discussion around individual and shared values, family history, and intergenerational wealth strategies that reflect your unique wants and needs. These include family trusts, charitable foundations and giving, financial literacy, and much more.
As a licensed Portfolio Manager, Rhonda, with the help of our team, build your portfolio from the ground up and take care of all the day-to-day complexities and decisions relating to your investment portfolio. Our goal is simple – free your time and put your mind at ease with the knowledge that our team of specialists (CFAs, CFPs, CIMs), with access to the vast research capabilities of RBC Capital Markets and third-party insights, is managing your wealth with your priorities at heart and objectives in sight.
Drawing on an immense range of services, best-in-class specialists, and smart technology, we deliver a complete financial roadmap that answers your important questions. Questions like, "What income do I need to maintain my desired lifestyle? Does my estate plan provide my family enough liquidity and support? How can I best fund my children's and grandchildren's education? What will my charitable legacy be?" – and more.
While you manage all the moving parts of running a business, you can rest assured that as a licensed Family Enterprise Advisor (FEA), Rhonda and our team are spearheading a financial strategy that covers a full range of business-related financial concerns, including:
– Gord and Catherine Almond
– Bob Horner
– Bob and Shelia Goldsmith
Our approach to wealth management incorporates and nurtures security, confidence and trust — values that evolve naturally from our commitment to establish a lifelong relationship with you.