Products and Services

Tax-Minimization Strategies
Tax planning and minimization should be a key component of your financial plan.  As part of this overall plan, strategies such as income splitting, prudent use of leverage, dividend income and trusts are evaluated.

Regular Reporting
Clients receive a summary of performance presented in a clear, easy-to-understand manner.  In addition, the format of the report is reviewed with all new clients at the outset of each relationship, to alleviate confusion or misunderstanding about how to read the results.

Ongoing Monitoring And Review
Each client's account is monitored on an ongoing basis to take advantage of opportunities created by changing circumstances.

Rhonda believes that  her best client is the one who is fully informed.  As a result, she has a strong commitment to client communication through her semi-annual newsletter, regular portfolio reviews, online account access, and regular workshops providing market updates and guest speakers.