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Rhona Konnelly CLU®, EPC®, CPCA, RFC®
Konnelly Consulting
Rhona Konnelly is a recognized advocate for continuity, stewardship, and the preservation of planning intent across generations. With nearly five decades of experience in insurance, financial, estate, and elder planning, she has worked alongside advisors, business owners, and families to address the human realities that often determine whether even the best plans ultimately succeed.
A trailblazer in Canada’s financial services industry, Rhona began her career with Sun Life Assurance in 1977 as one of the first women to enter the profession. Throughout her career she has held senior advisory and leadership roles with organizations including Investors Group, MD Management, and Edward Jones.
Rhona is the creator of the Policyholder-First Advisor™ Framework and founder of the emerging Insure Justice initiative, dedicated to advancing awareness of policyholder rights, continuity, and long-term stewardship. Her work increasingly focuses on the intersection of longevity, caregiving, family dynamics, succession planning, and the evolving role of advisors in an AI-driven world.
A sought-after speaker, educator, and thought leader, Rhona is known for challenging conventional thinking and helping advisors uncover opportunities to create deeper value through meaningful client conversations, continuity planning, and stewardship-based advice.
She holds the Chartered Life Underwriter (CLU), Elder Planning Counselor (EPC), Certified Professional Consultant on Aging (CPCA), and Registered Financial Consultant (RFC) designations and continues to advocate for families, policyholders, and the advisory profession across Canada.
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