As a Senior Associate Wealth Advisor and member of the Wealth Strategy Group, Cheryl has over 20 years of investment and financial planning experience. Cheryl is instrumental in implementing and monitoring client wealth management solutions in accordance with clients' financial plans and investment policies.
Transcript
[Instrumental music begins playing and Cheryl Rajan appears onscreen.]
Hi, I'm Cheryl Rajan.
I've been with the Schmidt Investment Group for over 10 years, and as a member of the Advisory Group I assist with many different aspects of clients’ wealth plan, including estate planning, insurance reviews, tax planning and investment management.
I came into this industry knowing I wanted to help clients and make their lives easier for them.
It truly excites me when we can develop a strategy for a client knowing that we have helped secure their financial future or saved money for them in taxes, or just simplify their affairs so that they can enjoy the things that are important to them in life.
I look forward to working with you and your family to simplify your wealth.
Industry Experience
Cheryl's responsibilities also include meeting with clients for regular portfolio reviews, assisting in and managing all workflow from client meetings and maintaining and strengthening client and strategic partner relationships. She is responsible for process management, quality control and training and development within Schmidt Family Office™.
Designations & Degrees
Complementing Cheryl's Bachelor of Commerce degree in Finance from the University of Alberta, she holds the Certified Financial Planner® (CFP®) designation and is a member of the FP Canada Standards Council. The CFP® certification is considered the standard for the financial planning profession worldwide and attests that designation holders have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession. Cheryl also holds the Canadian and International Trust and Estate Practitioner designation (TEP) which formally identifies her as a qualified practitioner dealing with trusts and estates. She is a member of the Edmonton Estate Planning Council and a member of the Edmonton Chapter for the Society of Trust and Estate Practitioners.
Outside of the Office
Cheryl is married with a young family. She loves spending time with her family and friends, game nights, decorating her home, travelling, reading, and yoga.
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