Duane Runzer
Senior Financial Consultant @IG Wealth Management
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WORK HISTORY
Senior Financial Consultant @IG Wealth Management
Kelowna, BC, CA
IG Wealth Management Inc
EDUCATION
Simon Fraser University
B.B.A., Joint Degree in Marketing and Economics
SKILLS
ABOUT DUANE RUNZER
Based and located in the community of Kelowna, Duane has over 30 years of investing and corporate business experience. Duane\'s Team •Lindsey Williams, Executive Assistant.•Rhys Swenson, Associate.Please contact Duane for a complimentary and confidential second opinion on whether your current financial plan is working hard enough for you.25••••••29 ext. 5••••••••@igpwm.caDuane focuses on:•Business Succession Planning What will happen to your business when you retire, or if you become permanently disabled or die? •Estate Planning You work your whole life to build your estate. You should have control over what happens to it upon your death. Building a lasting legacy takes more than simply accumulating a large portfolio. •Retirement Planning Perhaps one of the greatest financial challenges you will face in your lifetime is preparing adequately for your retirement. I will help you create a plan that will assess your current financial situation, determine the retirement lifestyle for your future, review the many options available, and put solutions in place.•Life Insurance Planning I regularly help people determine how much life insurance they need and what types or combination of types of coverage are best suited to help them further their own objectives. •Employee and Executive Benefits Planning Employee benefits are an important part of the growth of your business.
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