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Randy Yozipovic, Senior Portfolio Manager

CIBC Wood Gundy

500 Centre ST SE, Calgary, Alberta T2G 1A6

Team Assets (Custodied)

$488-million

Typical Size of Household Accounts

$2-million -
$10-million

Minimum Account Size for New Business

$2-million

Typical Net-Worth of Relationships

$3-million -
$15-million

Randy Yozipovic is a senior partner with R&R Investment Partners. The boutique team of seven serves select families with the mission of “simplifying your financial life so you can live your life doing what you truly love”. They do this within the nation-wide, established and extensive resources of CIBC Wood Gundy. That enables R&R to provide a vast array of wealth services, from investing, to protection, to legacy planning.

Randy and the team believe that everyone deserves straightforward advice, where they are treated like family. Along with his partner, Ian Munro, and their capable team, they aim to serve in a way that they would want to be treated if they needed advisory help themselves. Randy has been helping families for over 30 years. His background in economics, interests in market history and portfolio management, and passion for personal wealth management have helped him serve his clients well.

With Melanie and Vanessa helping clients with all service needs, and Pedro making sure clients have understandable investment/tax reporting and educational commentary, the team is then rounded out with Harrison and Tanya, who help ensure all complex financial matters are proactively managed with the families they serve.

It is this team approach that is not dependent on a sole personality that allows them to have the depth to take care of the families they serve. It also helps them simplify their clients’ lives by creating solutions for the financial issues they want to solve, so they can enjoy life and not be burdened by the details of managing their wealth.

Randy has served on advisory councils to management at CIBC Wood Gundy. He enjoys the purposeful work of guiding families on their journey, and helping them use their wealth as a tool to meet their family, community and charitable goals.

Randy is a proud father of four, a new grandfather, and has been married for over 30 years to his high school sweetheart. He has spent many years coaching hockey and baseball, and is the current chair of the non-profit Corpath.

In his spare time, Randy can be found reading, reading and doing more reading. He also enjoys time with his family. Otherwise, he’ll be driving his lawnmower, or running a chainsaw in rural Alberta.


Advertising feature produced by Globe Content Studio. The Globe’s editorial department was not involved.