Client Support Specialist at IA Private Wealth
Client Support Specialist at IA Private Wealth
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Rona Rafal is a seasoned professional in the private wealth management sector based in Vancouver, British Columbia. She studied arts and sciences at Simon Fraser University from 2010 to 2014, laying the foundation for her diverse career path.
Currently, Rona works as a Client Support Specialist and Advisor Assistant at IA Private Wealth (formerly known as HollisWealth), where she plays a crucial role in enhancing the firm’s relationships with clients. In collaboration with financial advisors, she handles a wide range of responsibilities, including compiling client profiles, generating portfolio reports, assisting with marketing materials, planning client events, maintaining client calendars, and managing all forms of communication, from calls to emails.
Before joining IA Private Wealth, Rona Rafal Vancouver built a varied career across multiple industries. She served as an Export Supervisor at Trust Freight Canada Inc., where she oversaw the inspection and preparation of goods for shipment. She also worked with The Salvation Army’s Customer Service and Family Services department, as well as in a supervisory role at Tim Horton’s. Rona even spent time at Dalaga Beauty & Wellness, where she gained experience in the beauty and wellness sector.
Outside of work, Rona enjoys an active lifestyle with a variety of outdoor hobbies, including swimming, running, and hiking. She prioritizes fitness and works out regularly at her gym. As an artistic individual, Rona is passionate about singing, dancing, and playing the piano, and she enjoys attending live concerts whenever possible. Above all, her most cherished moments are spent with her daughter, enjoying quality time together.
