Bonnie Roest

Bonnie Roest began her career in the financial services industry over 21 years ago and continues to pursue her professional development with dedication and purpose. Known for her compassionate approach, Bonnie helps clients balance the philosophy of living for today while planning for tomorrow.

With extensive experience and a calm, supportive presence, Bonnie is especially passionate about guiding clients through complex financial decisions during challenging life circumstances. She takes pride in helping individuals facing serious illness find clarity and confidence, ensuring their financial plans provide lasting security for both themselves and their families. Bonnie also enjoys working closely with seniors, helping them organize, simplify, and manage their estates as they plan for the next stage of life.

Areas of Focus

• Investment & Mutual Fund Solutions
• Life Insurance Planning
• Estate Organization & Planning for Seniors
• Financial Planning During Illness & Life Transitions
• Long-Term Financial Security

Designations & Licenses

• Investment Funds Representative, HUB Capital Inc.
• Licensed Life & Health Insurance Agent
• Affiliate Deposit Broker

Bonnie’s thoughtful, empathetic approach helps clients feel supported and prepared—no matter where they are in life’s journey.