Ken Greenfield Cpa, Ca
About Ken Greenfield Cpa, Ca
Ken Greenfield is a Director of Tax and Estate Planning at Investors Group, with over a decade of experience in tax and estate planning for high net worth clients. He has held various roles in the field, including positions at RBC Insurance, Standard Life, Sun Life Financial, and Mercer.
Work at Investors Group
Ken Greenfield has served as the Director of Tax and Estate Planning at Investors Group since 2013. In this role, he focuses on developing and implementing tax and estate planning strategies for high net worth clients. His responsibilities include providing public speaking engagements and tax training to enhance the knowledge of consultants within the organization. With over a decade of experience in this specialized field, he plays a crucial role in guiding clients through complex financial landscapes.
Previous Experience in Tax and Estate Planning
Before joining Investors Group, Ken Greenfield held various positions in tax and estate planning. He worked as a Tax and Estate Planning Consultant at RBC Insurance from 2009 to 2012, where he provided strategic advice in Mississauga. Prior to that, he was the Manager of Tax and Estate Planning at Standard Life from 2002 to 2004 in Toronto. His career also includes a role as an Estate Planning Consultant at Sun Life Financial from 1995 to 2000 and as a Principal at Mercer from 2004 to 2008.
Education and Professional Qualifications
Ken Greenfield studied at the University of Waterloo, where he earned a Bachelor of Arts (B.A.) degree from 1981 to 1985. He furthered his education at the Canadian Institute of Chartered Accountants (CICA), achieving his Chartered Accountant (CA) designation between 1987 and 1993. This educational background has equipped him with the necessary skills and knowledge to excel in tax and estate planning.
Expertise in Tax and Estate Planning
With over ten years of experience in tax and estate planning, Ken Greenfield specializes in assisting high net worth clients. He has a proven track record of developing complex tax strategies and estate plans tailored to individual client needs. His expertise is recognized within the industry, and he has been actively involved in training consultants on these intricate matters.