Randy Sheffield Rrc, Cfp
About Randy Sheffield Rrc, Cfp
Randy Sheffield is a Division Director at IG Wealth Management, where he specializes in tax planning and wealth management for high net worth families. With extensive experience in financial services, he has held various managerial roles and emphasizes tailored strategies for investment, tax, and risk management.
Work at IG Wealth Management
Randy Sheffield has been a Division Director at IG Wealth Management since 2018. In this role, he focuses on developing tailored wealth programs and comprehensive wealth plans for clients. He emphasizes tax planning and tax minimization as essential components of financial strategies. Prior to his current position, he served as a Consultant at IG Wealth Management from 2012 to 2014, where he gained valuable experience in financial planning.
Education and Expertise
Randy Sheffield holds the Certified Financial Planner (CFP) designation and is a Registered Retirement Consultant (RRC). His expertise lies in tax and estate planning strategies, particularly for high net worth and ultra-high net worth individuals and their families. He has a deep understanding of investment, tax, and risk management strategies, which he applies to create unique financial solutions for his clients.
Background
Before joining IG Wealth Management, Randy Sheffield held various managerial positions in the financial and retail sectors. He worked as a Branch Manager at BMO from 2010 to 2012 and at CIBC from 2007 to 2010. Additionally, he served as a Sales Manager at Sears Canada from 2004 to 2007. His diverse background in management has contributed to his comprehensive approach to financial planning.
Achievements
Randy Sheffield has developed a concentrated focus on high net worth families, allowing him to create effective tax and estate planning strategies. His work involves exploring strategies to create tailored wealth programs that integrate various aspects of financial planning. This specialization has positioned him as a knowledgeable resource for clients seeking to optimize their financial outcomes.