Rona Rafal
Rona Rafal is an Investment Advisor Assistant and Client Support Specialist at iA Private Wealth in Vancouver, British Columbia.
Rona Rafal is a professional in Vancouver’s competitive private wealth management sector. She currently holds the dual positions of Investment Advisor Assistant and Client Support Specialist at iA Private Wealth. With more than half a decade’s worth of experience to her credit, she excels in compiling client profiles, assembling detailed portfolio reports, creating marketing materials, and coordinating client events. She is known for her organizational prowess and interpersonal finesse, and is at her best when fostering client relationships that encourage retention and growth.
About Rona Rafal
Currently serving as both an Investment Advisor Assistant and a Client Support Specialist at iA Private Wealth, Rona Rafal plays an important role within her firm by not only carrying out a broad range of administrative duties and conducting critical research, but also by developing trust and building lasting connections with clientele.