Rhonda Walker
Associate at North Road Investment Counsel
Based in Edmonton, Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Edmonton
Industry
Investment Management
Company size
11
Contact information
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r•••••••@northroadic.com
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Background
About Rhonda Walker
North Road Investment Cousel Suite 402, 11523 100 Ave Edmonton AB T5K 0J8 Telephone: 780.638.2490 North Road is helping our affluent clients obtain answers to key questions surrounding their wealth- How can we take less risk while maximizing our wealth- How do we draw income tax-efficiently after we stop working- Do we have enough money to fund all of our goals- How can we maximize the benefits of family trusts, spousal loans, and charitable giving? We find that wealthy families, business owners, and executives delegate various aspects of their financial affairs to several unrelated advisors. As the steward of their money, we work hard to preserve and enhance clients’ wealth by working with their advisors to develop an integrated approach to financial affairs- Investment strategy - Financial planning - Insurance - Tax planning - Estate planning - Charitable giving- Can we better prepare our children to deal with family wealth?
Decision-makers
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Director of Research, Portfolio Manager · Finance & Accounting
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Ahsan Khan
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Cory Knott
Financial Planner · Finance & Accounting
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