Planning for all the details of your life
When planning your financial future, many details regarding your money and your life’s goals must be addressed. With so much at stake, why not look to someone who is held to the highest ethical and professional standards in the industry, one who you can be confident has the education and experience to assist you with the complex financial needs to plan for your future.
When working with Rhonda Sherwood, you and your needs are the focus of the financial planning relationship and drive the recommendations for your overall wealth management approach. Rhonda will be there to help you each step of the way in the pursuit of your financial goals.
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Total Wealth Solutions
Through our Total Wealth Solutions approach, we collaborate with you to help you reach your financial goals at every stage of life. Whether you’re planning for retirement, growing a business, or transferring wealth to the next generation, we create a cohesive strategy that provides the best solutions to fit your individual needs. Empower your wealth journey with personalized advice from our dedicated team of specialists that help incorporate;
- Financial Planning
- Investment Management
- Insurance Solutions
- Tax Solutions
- Estate and Trust Services
- Charitable Giving Strategies
A Partnership Focused On You
Our goal is to help you exceed your goals. We aim to build a deep, lifelong relationship with you to reduce the stress in your wealth journey. Supported by our team of Raymond James specialists, we partner with you, engage in a deep discovery process, and develop a personalized plan for the long term to help you use your wealth to create the life you envision.
Meet Your Advisory Team
Our team will work together, collaborating with our dedicated team of Raymond James Ltd. specialists, to diligently apply decades of cumulative industry knowledge and experience to analyze, research and strategize on your behalf.
Rhonda Sherwood brings more than 30 years of wealth advisory experience and a deep commitment to client-focused financial planning to her role as Financial Advisor at Raymond James.
She began her career in 1989 with a bank-owned firm, progressing through roles as Personal Banking Officer, Financial Planner, and Investment Manager. Prior to joining Raymond James in 2016, she spent 15 years as a trusted Wealth Advisor with the full-service brokerage division of her previous firm.
Rhonda holds a Liberal Arts diploma from Simon Fraser University and completed accounting studies at the British Columbia Institute of Technology. She is a Certified Financial Planner® (CFP®), a Financial Management Advisor (FMA®), and holds the Responsible Investment Advisor Certification (RIAC). The RIAC designation reflects her expertise in integrating environmental, social, and governance (ESG) considerations into investment decision-making. She is also licensed in both securities and insurance.
Throughout her career, Rhonda has been actively involved in advancing her profession and contributing to her community. She has served on the FP Canada Standards Council and as a Public Policy Ambassador, helping support the development and promotion of professional financial planning standards. She has also contributed to financial education initiatives through roles such as the Douglas College Financial Services Advisory Council and as an editorial advisor within the financial services industry.
Rhonda has held a number of governance and community leadership roles. She served as Trustee on the Vancouver Public Library Board and chaired its Finance, Services & Human Resources Committee. She also served as Treasurer and Director with the BC Library Trustees Association and as Chair of the City of Vancouver’s Women’s Advisory Committee. In addition, she has contributed to mentorship and education initiatives with organizations including Simon Fraser University’s Mentors in Business Program, Junior Achievement of British Columbia, the Minerva Foundation for BC Women, and the Vancouver Board of Trade.
Earlier in her community involvement, Rhonda volunteered with the BC SPCA, serving on the Vancouver/Burnaby Community Council and later as Chair of Council and Volunteer Program Coordinator, supporting education, advocacy, community engagement, and fundraising initiatives.
Beyond finance, Rhonda is deeply committed to animal welfare, environmental stewardship, and social responsibility. A long-time vegan, she supports a variety of animal advocacy initiatives and believes strongly in protecting the natural world and respecting Indigenous communities and their connection to the land. She strives to reflect these values through both her personal choices and philanthropic support.
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