Richard Reif, Cfp, Clu
About Richard Reif, Cfp, Clu
Richard Reif is the Director of Personal Financial Planning Support at IG Wealth Management in Winnipeg, Manitoba. He has a background in finance, holding a Bachelor of Commerce - Honors from the University of Manitoba and a Chartered Life Underwriter designation.
Work at IG Wealth Management
Richard Reif has been employed at IG Wealth Management since 2014, currently holding the position of Director, Personal Financial Planning Support. In this role, he oversees the personal financial planning services provided to clients, ensuring they receive comprehensive financial advice tailored to their needs. Prior to his current position, he served as Manager, Personal Financial Planning Support from 2007 to 2014. His extensive experience in this organization has contributed to the development of effective financial strategies for clients in Winnipeg, Manitoba.
Education and Expertise
Richard Reif studied at the University of Manitoba, where he earned a Bachelor of Commerce with Honors, focusing on Finance. He furthered his education at Advocis, achieving the Chartered Life Underwriter (CLU) designation from 2019 to 2021. Additionally, he is currently pursuing studies in Tax and Estate Planning through STEP Canada, with the program expected to conclude in 2023. His educational background equips him with a strong foundation in financial planning and services.
Background
Richard Reif has a diverse professional background in the financial services industry. He began his career at Scotiabank, where he worked as a Senior Personal Banking Officer from 1989 to 1999. He then transitioned to AdviceAmerica as a Senior Business Analyst for one year in 2006-2007. His experience spans various roles that have enhanced his skills in personal financial planning and analysis, leading to his current leadership position at IG Wealth Management.
Leadership at Folklorama
In addition to his role at IG Wealth Management, Richard Reif has been serving as the President of the Board of Directors for Folklorama since 2022. Folklorama is a cultural festival in Winnipeg that celebrates diversity through cultural performances and exhibits. His leadership role involves overseeing the strategic direction of the organization and promoting cultural awareness within the community.