I am deeply grateful to Rhonda Hymers and her dedicated team who have made a difference that matters in my life. As a boomer approaching retirement I was truly concerned about whether retirement was possible.
Rhonda and her team of caring, knowledgeable professionals have given me the peace of mind that comes with a sound financial picture. I sleep well at night knowing I am in good hands and have confidently been able to plan ahead for retirement. - Carole Robinson
"We have known Rhonda for over 20 years, and have had the pleasure of working with her directly for the last 15 years. Rhonda’s knowledge of our family and her ability to focus on our priorities has resulted in many discussions regarding Estate Planning, Tax Strategies, Charitable Giving, and strategies designed to grow and protect our investments.
Rhonda interacts with our personal tax and estate advisors to ensure all aspects of our plans are coordinated. Not only does Rhonda have the expertise and experience of a Senior Advisor, she also has a long term career plan, which means that we can count on her to help us and our family, for many years to come. Finding an individual you know and trust and who can work with you over your lifetime is significant. We often recommend Rhonda and her team to anyone seeking an established Advisor.” - Jim Eccott
“We have been associated with RBC Dominion Securities for more than 20 years. During this time numerous changes have been made both to our investments and estate plan. Rhonda and her associates have met our needs extremely well, managing our portfolio during both good and bad times.
More recently Rhonda has been instrumental in bringing about a review of our estate plan, making it more suited to our retirement and current lifestyle.” - Bob and Shelia Goldsmith
“We have worked directly with Rhonda and her team for over 18 years, and she has consistently worked in our best interests to mitigate risk and enhance our portfolio returns.
Rhonda has our utmost trust. We recommend Rhonda to anyone looking for the consummate investment professional.” - Bryan and Carol Anderson
"After having to change Financial Advisors due to a relocation, we chose to interview a number of Financial Advisors, both at RBC DS and other institutions. Rhonda immediately stood out with her professional approach.
She took the time to get to know us, our financial position, our requirements and our aspirations. We have never regretted our decision to move our business to Rhonda, because she continues to look after us as well today as from the first day.
In addition to advising us on our investment portfolio, Rhonda has worked with other professionals to provide value-added financial and estate planning. She has also surrounded herself with an excellent team who are always there to help. We have no hesitation in recommending Rhonda to others and in fact have done so several times.” -Bruce and Jacquie Jones
“We have been working with Hymers Wealth Management Group since our move to the Okanagan seven years ago. We have been very pleased with the service and commitment we have received from Rhonda and her team, this has helped us develop a financial plan that better meets our needs.
Hymers Wealth Management Group have worked with us to develop a portfolio that is based on our risk tolerance levels and on our medium and long-term financial goals. They have helped us develop a balanced investment approach, which has allowed us to structure our finances and minimize our tax liability. By focusing on our lifestyle, they have offered us solutions which have allowed us to feel more comfortable about our financial future, even in the face of the current global uncertainty. We feel we are in great hands with the professionals at Hymers Wealth Management Group!” - Richard Bargery and Donna Fleischhacker
“In the nine years I have been associated with Rhonda and her team I have been very impressed with two main features – trust and communication.
I have learned that investing with Rhonda has not just paid excellent returns, but that I can entrust my funds to her and her team with no concerns. When I have questions or request information, my inquiries are dealt with in a timely and professional manner. We invest money to make money; my experience with Rhonda has been a safe and excellent return on my investment. I look forward to many more years or working with Rhonda and her staff.” - Jim Laing
“When we moved to the Okanagan from Toronto and wanted to find new Financial Advisors whom we could meet with locally rather than trying to manage our portfolio in a long-distance relationship, we prepared a short list of not only well-known firms but smaller independents as well.
We enjoyed the interview process. What we were really looking for was not only expertise but also a level of comfort. We felt that quickly with Rhonda Hymers and her Associates. Our funds were transferred efficiently and the new portfolio executed in a professional manner.” - Bruce and Therese Roberts
“My wife and I are hard markers, yet we are so impressed with Rhonda Hymers and her team of professionals. We were referred to Rhonda as being perhaps the “best wealth manager in Canada” – and from our experience, she may very well be. Rhonda is very personable, yet the consummate professional.
Her team of professionals helped us to develop a comprehensive and customized plan that addresses our particular objectives and circumstances, giving us peace of mind. Rhonda is a rare find and we consider ourselves very fortunate to have Rhonda Hymers Wealth Management Group in our corner.” - Saul and Genoa Katz
“We are very fortunate to have met Rhonda Hymers of RBC Securities back in 2003 and feel extremely comfortable working with her and her staff to better our financial position over these 15 years. Their management style and personal relationships have been very forthright, accessible, allowing us at the same time to encompass our business backgrounds and the skills learned from our working knowledge of financial investing.
Rhonda has managed our portfolio extremely well, including a TFSA and Joint Margin accounts outside the normal RSPs, all the while coaching us as to the different ways to diversify for our best interests into the future.
Our personal consultations take place a couple of times per year where she and her team prepare and discuss the detailed pathway going forward. In addition, we spend many hours on the telephone handling any new and changing situations to our accounts. She has gone beyond the normal financial side by providing recommendations for our Estate Planning and recommended very competent lawyers to help us update our wills and set up the necessary ‘Testamentary Trusts’ for our children. We would also like to commend Darren for the exemplary work that he does for us every year.
We would not hesitate to recommend Rhonda Hymers Wealth Management Group to provide personal and strong professional service to all her clients. We feel their advice is always very timely and accurate, and are very confident and comfortable in our working relationship, which is so very important these days. It is our pleasure to have this continuing association.” - Ron and Kathy Crosby
“Before becoming a client of the Hymers Wealth Management Group, I was quite worried about my portfolio. Being too aggressively into stocks, I knew that a more ‘rounded’ plan was the answer. From the first meeting with Rhonda, it was clear her expertise would bring results.
A personal plan was put in place taking into account what my particular goals and expectations were. Now I relax knowing I am in good hands. A bonus is the friendship I feel for the whole group! Thank you to all of you.” - Evelyn Durnin
“My wife and I have dealt with Rhonda Hymers and her team for many years because we feel very confident with the professional and comprehensive approach that they used in providing a sound financial plan for us.
The process included an in-depth analysis of our financial situation and an objective review of our goals. The resulting plan provided a balanced approach to cover our income, insurance and estate planning needs. Their research is first class and the RBC DS support capability is exceptional. Moreover, they review our situation on a regular basis with us. We have advised our estate trustees and my daughter to deal with Rhonda in the future. The level of comfort that we enjoy as a result of this relationship is very beneficial to our peace of mind.” - Gary and Maureen Bennett
“It is with pleasure my wife Della McClaren and myself wish to comment on the services provided to us and our company, Sunflower Investment Ltd., by Hymers Wealth Management at RBC Dominion Securities. During the past several years since we have become their clients, Rhonda and her team have assumed major responsibility for our portfolio management, financial planning and advice.
In our view there are several important criteria to be considered in evaluating a financial planning and portfolio management client-service provider relationship. These are: the research base for advice provided; the quality of financial outcomes (results of decisions taken based on advice provided); the quality of information provided by the company for our use and the use of our accountants in taxation, tax planning, company strategy and personal decision-making; availability of the staff and services to address questions or concerns; flexibility in being able to help us respond appropriately to emergent needs in our personal portfolios and/or in the portfolio and holdings of the company, and finally, the level of general professionalism shown by members of the planning and advisory service team.
In the time that we have been clients of Hymers Wealth Management at RBC Dominion Securities we have found that Rhonda and her team have more than met the criteria listed above. We appreciate the high level of information services and apparent quality of the research base offered to support our financial advice and we also greatly value the clarity and detail of the reports concerning the performance of our personal portfolios and that of our company. The level of detail in your reports has also greatly simplified the work of our accountants in tax planning and as a result reduced our accounting expenses. Whenever we have needed to contact you or your staff with questions or to request changes in the portfolios we have found your entire team to be accessible and highly responsive. Because we regularly travel away from Kelowna we appreciate that accessibility. We also value the way in which Rhonda and the members of her team engage in regular reviews of our portfolios, anticipate economic and market developments, and recommend appropriate changes as needed.
When we do research of our own and ask Rhonda or her team to investigate potential investments we have always found their advice to be considered, sound, and research based. It is clear that her office is supported by, and has full access to a deep layer of research services and a large information management system. In a world of sometimes rapid and complex change, this is important and we appreciate and value it in our planning and decision-making.
In closing let me add that we believe that effective organizations are the result of excellent human resources management. In our dealings with Rhonda we appreciate not only the level of professionalism that she brings to our work but also the way in which it is clear that she has fostered a sense of collaboration and team work among her staff. We also value the many personal touches Rhonda and her team have added over the years. They are a vitally important value-added dimension of our overall service and have enriched our relationship with her, her team, and the company. We look forward to continuing our relationship with Rhonda, Hymers Wealth Management team, and RBC Dominion Securities.” - Milton and Della McClaren
“Rhonda and her team are wonderful at keeping me informed and up to date on my investments and accounts. It’s peace of mind knowing that everything is being handled with detail, care and professionalism.
She takes the time to educate when I feel a little overwhelmed by it all. I find her and her team a real benefit to have on my side.” - Gail Graham, Two-time Champion on the LPGA Tour
“Finding an Advisor who we both felt comfortable with, and whom we could trust was extremely important to us. Rhonda was referred to us by our close friends and it was evident from our first meeting that we were a close fit.
Rhonda carefully listened to our needs, our worries, and the importance of feeling secure in a carefully planned wealth management strategy. We were never rushed into any decisions, and Rhonda took the time to explain the pertinent details of our plan before putting it into action. We look forward to many years of working with Rhonda and her team.” - Gord and Catherine Almond
“It has been our experience that it would benefit any high net worth family or individual to invite the services of Rhonda Hymers and her team. It is rare indeed to find an individual who is so ethically correct with the knowledge and experience to guide the uninformed through the maze of detail that is required to successfully protect capital and plan for the future.
On several occasions in the past we have recommended Rhonda to our friends and in all cases it has been a great benefit to all involved. Rhonda has our most profound endorsement.” - Bob Horner