Estate and Insurance Advisor, BMO Estate Insurance Advisory Services
Tel: (416) 359-5212
Email: Rhonda Blanche
I began my career in the financial services industry in 2001 and joined BMO Estate Insurance Advisory Services in 2013. As a CFP® professional, I employ a comprehensive process to understand and assess your wealth management needs. My objective is to ensure you meet your specific goals for building, preserving and passing on your wealth.
Where appropriate, insurance-based strategies are implemented to provide tax sheltered investment accumulation, mitigate financial risk, create tax-efficient income, and reduce investment and estate taxes.