As Regional Director for Strategic Relationships Rhealynne's goal is promote comprehensive financial planning through the lens of insurance. With a consultative, client-centric approach she partners with advisors, firm leaders and centres of influences in the Prairies to help diversify revenue streams and enhance advisors' current offering.
Rhealynne has close to 20 years of experience in investments and wealth management working with Retail, IIROC, MFDA and MGA Advisors. Rhealynne has her Bachelor of Management Degree, majoring in Finance as well as her Chartered Life Underwriter (CLU), Certified Financial Planner (CFP), Certified International Wealth Manager (CIWM), Certified Executor Advisor (CEA) & Registered Retirement Consultant (RRC). She is a member of Advocis as well as the Estate Planning Council of Canada.