Rona Rafal

Client Support Specialist and Advisor Assistant in Vancouver, Canada

Rona Rafal

Client Support Specialist and Advisor Assistant in Vancouver, Canada

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Rona Rafal is professional in the private wealth management sector of Vancouver, British Columbia, where she also resides. Between 2010 to 2014, she studied arts and sciences at Simon Fraser University.

Rona is currently employed as a Client Support Specialist and Advisor Assistant with IA Private Wealth (previously known as HollisWealth). In this role, she works hand-in-hand with the firm’s financial advisors to foster and improve working relationships with clients. In doing so, she carries out a variety of different tasks, such as compiling client profiles, assembling portfolio reports, assisting in the creation of marketing materials, planning client events, maintaining client calendars, and fielding all incoming calls and outgoing communications.

Before working with IA Private Wealth, Rona Rafal had a diverse career path. She worked as an Export Supervisor with Trust Freight Canada Inc., where she inspected and prepared goods for shipment. Before that, she held a position with the Salvation Army’s Customer Service and Family Services department. She has also been a supervisor with Tim Horton’s, and for a time, even worked at a local beauty studio called Dalaga Beauty & Wellness.

When not working, Rona Rafal engages in several hobbies, many of which involve enjoying the outdoors, like swimming, running, and hiking. She stays fit by working out at her gym as often as she can. An artistic soul at heart, Rona is also an avid singer, dancer, and piano player, and she attends as many concerts as her busy schedule allows. Above all else, though, she loves spending quality time with her daughter.