hymers private wealth
Our clients
Plan. Protect. Prosper.®
Service and support that provides complete financial confidence
Every member of our team comes to work to be part of something bigger: to provide exceptional experiences for every client we serve. That’s why service excellence is the cornerstone of our practice, and something our clients should expect at each interaction.
Undivided attention
To deliver the best in wealth management, we provide each client with four dedicated team members who understand your unique needs including Rhonda as portfolio manager, a chartered financial analyst, a certified financial planner, and a client experience associate, ensuring every detail is attended to for your financial benefit.
Complete responsibility
When we say we’re going to do something, we do it, taking complete responsibility for your wealth and investment strategy and ensuring follow-through for each step. Put simply, it’s one thing to have a financial plan created – it’s an entirely different thing to have a team in place that works with you to bring that financial plan to life and helps you accomplish your goals.
Forward thinking
Whether proactively acting on opportunities or anticipating challenges, we are always looking forward. We’ll work with you to determine your communication preferences and design a service plan that fits your needs while continuing to deliver proactive solutions that enhance your wealth – and your life.
Affluent families
Building a foundation for your future, and theirs
As experienced and accredited Family Enterprise Advisors, Rhonda, Rossi, and the Hymers Private Wealth team understand the subtleties, complexities, and unique importance of managing wealth to last generations. With our unique family office approach, we become your trusted, go-to advocate for 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, builds your portfolio from the ground up and takes care of all the day-to-day complexities and decisions relating to your investment portfolio – leveraging a world-class, institutional-style money management approach and the strategic inclusion of alternative investments to help enhance growth. Day to day, our goal is simple: free up 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.
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.
We work closely with you and your council to develop a unique Investment Policy Statement – a document that outlines your community’s specific growth, risk, income needs, and other preferences – as you define them. While some portfolio managers use similar information to find your portfolio of best fit, Rhonda invests toward 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. Additionally, our team has an RBC Dominion Securities office located on reserve, empowering us to provide peace of mind to bands who prefer to hold assets on reserve along with significant tax benefits to private Indigenous clients.
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, Inuit, and Métis 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.
Backed by RBC, an organization that has long championed the social, economic, and community success of Indigenous peoples 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, working diligently to support the strength, innovation, and resilience of Indigenous communities by building relationships based on respect, shared values, and common understanding.
Banking Beyond Barriers: Putting You First
Discover RBC’s long history of partnering with Indigenous communities.
A Chosen Journey: Indigenous Partnership
Explore the RBC Indigenous Partnership Report for 2023.
Climate Action 2024: Double or Trouble
Discover the actions needed to put the country on a faster track to Net Zero.
Healthcare professionals
Support and advice from residency to retirement
We’ve served doctors, dentists, and various other medical professionals through all stages of their careers by understanding their particular needs, providing appropriate solutions, and helping them navigate the complexities of building and protecting wealth as a healthcare professional.
Time can be scarce between treating patients, running a growing practice, and spending time with family and friends. As Portfolio Managers, we’re able to take care of the day-to-day investment details by investing your personal and practice assets within the parameters you help set – objectives, comfort with risk, and investing preferences such as environment, social, or governance factors. At all times, we’re investing with your wants and needs in mind, and leveraging the latest news and analysis out of RBC Capital Markets and third-party research firms.
Running your own practice comes with new considerations and high-impact decisions on a daily basis. We work closely with Private Banking partners who specialize in commercial lending and cash flow requirements. We also collaborate with the business succession and tax planning experts of RBC Wealth Management to address the several GST/HST and ownership tax opportunities.
As your advisors, our priorities are to mitigate risk, plan for the future, create a lasting legacy, and accumulate wealth, so your priorities can remain your patients and family. This often begins with a thorough and evolving financial plan that outlines estate planning, insurance, charitable giving, and retirement-related opportunities and challenges, which we’re able to solve.
Sports professionals
Sustained success in sports and beyond
As in sport, a great financial coach helps you see what you can achieve and how you’ll get there, together. From custom investment portfolios to cross-border financing capabilities, Hymers Private Wealth is equipped and committed to setting a solid financial foundation – one that supports your family today and beyond your playing days.
Your schedule is fast-paced, complex and requires a coordinated effort from those you trust. We work as part of your established management team – agents, business managers, lawyers, accountants, and more – to align when it comes to achieving your goals.
By providing clarity to your unique budgeting, tax, legal, and cash flow needs, we can establish strong financial habits and structures to ensure your lifetime earnings last for life. We leverage real-time financial projection tools so you can make more informed decisions and put major purchases into context.
Present strategies
- Cross-border capabilities – banking, taxes, and investing
- Tax expertise – retain more of today’s salary and bonuses
- Private banking – simplify unique cash-flow events
- Insurance strategies – protect your current lifestyle
Post-career planning
- Investment management – stretch earnings over a lifetime
- Business expertise – evaluate entrepreneurial pursuits
- Trusts & estate planning – prepare future generations
- Charitable giving – give with purpose, tax-efficiently
Specialized post-career education
In partnership with Harvard Business School, delivered by Anita Elberse
- Financial literacy – live, save, and spend with confidence
- Business expertise – identify transferrable skills, evaluate entrepreneurial pursuits, and join a multi-industry support system of professionals
- Health & wellness – find fulfillment, confidence, and success in your new career chapter
Philanthropy is an expression of your and your family’s beliefs and values – a way to make a local and global impact, and opportunity to build your brand outside of the game.
Strategic philanthropy
A personal approach to giving takes time, effort, and expertise. We help you build a meaningful giving strategy, from setting up a family foundation, to minimizing taxes, to maximizing your donations.
A global brand behind you
Backed by a leading, global financial institution in RBC, we have access to a vast network of charitable initiatives and partnerships with major professional sports leagues, teams, agencies and more.
Business owners
Business strategies from startup to succession
Starting, building, and selling your business presents unique opportunities – and challenges – that benefit from the dedicated attention of a knowledgeable team and set of world-class partners in ultra-high-net-worth planning. That’s why we leverage our expertise – including the Family Enterprise Advisor (FEA) designations of Rhonda and Rossi – combined with our unique family office approach to help you accomplish your goals.
You have dreams, goals, and a mission for your business – we have the strategies, solutions, and expertise to help you bring them to life. Whether you’re starting from ground zero or further along in your journey, we take the time to understand your business needs and the multifaceted challenges you may face in order to create a comprehensive, actionable, and straightforward plan for the future.
The growth of your business doesn’t happen by accident – it requires countless hours of hard work and attention to detail. To that end, we aim to free up your time so that you can focus on what matters most, offering a range of business owner planning services including business structure advice, tax strategies, risk management, and more. Plus, we’ll work seamlessly with our network of partners across RBC, as well as your professional tax and legal advisors, to implement a plan that suits your objectives.
You’ve worked hard to build a business that’s sustained you and your family – we work equally as hard to build a succession plan to ensure your needs are taken care of in retirement. Working closely with you in advance of your next chapter, we’ll devise strategies to transition your business as tax-efficiently as possible, potential retirement savings solutions for you and key employees, and an overall contingency plan to provide true peace of mind for years to come.
Wealth is personal – your advice should be too
No matter your unique financial situation, our team is equipped to offer personalized advice to help you address it.