Hymers Private Wealth - Indigenous communities

Wealth that works for your vision and values

Some of our most rewarding work has been contributing to the social and economic success of Indigenous communities (First Nation, Inuit, Métis) in British Columbia. Our team aims to form a lifelong partnership with you and your community and to provide a full spectrum of wealth and investment services that respect your unique cultural and financial aspirations.

From this location, we aim to form a lifelong partnership with you and your community and to provide a full spectrum of wealth and investment services that respect your unique cultural and financial aspirations.

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Investing in a better tomorrow, today

We work closely with your Council to develop a unique Investment Policy Statement – a document that outlines your community’s specific growth, risk, and income needs, and preferences, as you define them. While some Portfolio Managers use similar information to find your portfolio of best fit, Rhonda invests towards your goals on a segregated basis. This means we can transparently control for every individual investment in your portfolio, fully exclude companies that do not align with your values, and find savings opportunities through tax-exempt strategies.

Trusts for immediate needs and future plans

Trusts can be one of the most effective solutions for communities looking to balance the use of income for immediate needs and the preservation of assets for future generations. Our team, in partnership with dedicated trust experts, understand the subtleties and legal requirements for administering and managing trust services for First Nations, Métis, and Inuit clients. And, with your leadership, we’ll help establish conditions on how and when trust holdings can be spent, to ensure both assets and values are passed down from one generation to the next.

Business banking and financing

Backed by RBC, an organization that has long championed the social and economic success of Indigenous communities across Canada, we work closely with our private and commercial banking partners to provide expertise, cash management, and financing opportunities for your community and its businesses. Learn more about how RBC takes banking beyond barriers.

We have found Rhonda and her team to be hard working, knowledgeable, trusting and very willing to work with our leadership in making informed decisions. She has worked to educate our team while providing options for our future path in financial management.

— Kukpi7 Cliff Arnouse, Adams Lake Indian Band

Embarking on an adventure, hiking with family

Investing was a new concept for me and the Upper Nicola Council table. We had to start from trust. The financial markets can be a scary place if we do not understand that market. We listened to Rhonda as she shared this world to us. We continue this journey together.

— Harvey McLeod, Former Chief, Upper Nicola Band, client since 2014

Rhonda Hymers is an awesome investment portfolio manager. She and her team are friendly, informative and professional in guiding the Adams Lake Indian Band in its financial management. They instill confidence to our leadership in the direction we are taking.

— Vaughn Sunday, Adams Lake Indian Band

Indigenous communities