Rhonda Erickson

Client Services Manager

Rhonda joined our team, Plan First Financial Solutions on January 1, 2023 as a Client Services Manager.
Rhonda is responsible for ensuring the efficiency and accuracy of processing, reporting and providing timely client information. She works hard to ensure that each client receives the highest level of customer service.
She has superior interpersonal skills, is highly organized, dedicated and sincerely enjoys establishing and maintaining clients/marketing relations.
Prior to joining our team, Rhonda worked for Gooder Financial Management, major life insurance & financial services companies in Vancouver, BC. She brings over 30 years of experience in individual products & services, group benefits & group retirement services.
Rhonda has successfully completed many industry related courses and programs & is a great asset to our team.