Rhonda Oakden QAFP™ CHS
The variety and depth of knowledge Rhonda gained in her 20+ years of financial services experience makes her a valued asset to our clients. That experience ranges from administrative roles early in her career, to branch management and direct advisory work with personal clients the past 6 years.
As Prairie Wealth's lead Paraplanner, Rhonda ensures we fully understand our clients, their situation and priorities before making any recommendations. Rhonda walks new clients through every step of our on-boarding process, and supports the advisory team on more complex client needs (such as farm succession strategies).
For a select group of clients, Rhonda as serves as lead Planning Consultant.
Rhonda's variety of experience helps her bring a unique and refreshing perspective to client challenges. Having mentored under more than one successful advisor in her career has given her insights into a wide range of approaches to client challenges.
Rhonda graduated from Assiniboine Community College in 1997 with a diploma in Agri-Business, and successfully completed the Canadian Securities course in 1999. Rhonda obtained her Certified Health Specialist (CHS) designation in 2014, her Qualified Associate Financial Planner certification in 2020 and continues to pursue further financial accreditation. She is a member of Advocis, and is licensed to provide life, disability, critical illness & group insurance in the Province of Manitoba.
Rhonda grew up on a farm north of Virden, and those farming roots often prove to be invaluable to many of our clients. Rhonda and her husband Dean have two children, Payton and Hunter. As with any devoted mother, Rhonda engages in many activities with her children. When not at work you may find her in a gym early in the morning.