Richard Reif, Cfp
About Richard Reif, Cfp
Richard Reif is the Director of Personal Financial Planning Support at IG Wealth Management, where he has worked since 2014. He has extensive experience in financial services, having previously held positions at IG Wealth Management, AdviceAmerica, and Scotiabank.
Current Role at IG Wealth Management
Richard Reif serves as the Director of Personal Financial Planning Support at IG Wealth Management. He has held this position since 2014, contributing to the company's financial planning initiatives. His role involves overseeing the personal financial planning support team and ensuring that clients receive comprehensive financial advice tailored to their needs. Reif's extensive experience in the financial sector enhances the effectiveness of the services provided by IG Wealth Management.
Previous Experience at IG Wealth Management
Before his current role, Richard Reif worked at IG Wealth Management as the Manager of Personal Financial Planning Support from 2007 to 2014. During this seven-year period, he was based in Winnipeg, Manitoba, and played a key role in developing and implementing financial planning strategies for clients. His experience in this position laid the groundwork for his current directorial responsibilities.
Career Background in Financial Services
Richard Reif has a diverse background in the financial services industry. He worked at Scotiabank as a Senior Personal Banking Officer for ten years, from 1989 to 1999, in Winnipeg, Manitoba. Following this, he served as a Senior Business Analyst at AdviceAmerica for one year, from 2006 to 2007, in Fremont, California. This varied experience has equipped him with a broad understanding of personal finance and banking operations.
Education and Professional Qualifications
Richard Reif holds a Bachelor of Commerce with Honors in Finance from the University of Manitoba. He furthered his education by studying Financial Planning and Services at Advocis, where he achieved the Chartered Life Underwriter (CLU) designation from 2019 to 2021. These qualifications reflect his commitment to professional development in the field of financial planning.