Tona-Lee Rhodes

Associate Financial Advisor
Keystone Wealth | Aviso Wealth
tonaleerhodes@keystonewealth.ca

Coordinator | Aviso Insurance Inc.

Tona-Lee has been in charge of the Keystone operations for over 3 years – from account openings and transactional paperwork to internal process and procedure, she ensures the client and employee experience is consistent and easy to understand.

Tona-Lee has completed the Canadian Securities Course and is enrolled in the Branch Compliance Officer course. She also ran a successful business operation and currently oversees the business aspect of the family farm.

Often the first point of contact for our clients, you can expect timely results and efficient communication.

Aviso Insurance Inc. offers financial planning, life insurance and investments to members of credit unions and their communities.