Duane Runzer, Cfp
About Duane Runzer, Cfp
Duane Runzer is a Division Director and Senior Financial Consultant at IG Wealth Management in Kelowna, British Columbia, with over 20 years of experience in investing and corporate business. He offers complimentary second opinions on financial plans and specializes in various areas including business succession and estate planning.
Work at IG Wealth Management
Duane Runzer serves as Division Director and Senior Financial Consultant at IG Wealth Management, a position he has held since 2018. In this role, he leads a team that includes an Executive Assistant, an Associate, and Regional Specialists who focus on various aspects of financial planning, including insurance, wealth, and mortgage planning. Prior to this, he worked at IG Wealth Management as a Financial Consultant from 2008 to 2018 and as Division Director from 2011 to 2018, both in Kelowna, British Columbia.
Education and Expertise
Duane Runzer studied at Simon Fraser University, where he completed a Joint Degree in Marketing and Economics, earning a Bachelor of Business Administration (B.B.A.) from 1987 to 1992. His educational background supports his expertise in financial consulting, particularly in business succession planning, estate planning, retirement planning, life insurance planning, and employee and executive benefits planning.
Background
Duane Runzer has over 20 years of experience in investing and corporate business. His career includes significant roles at major companies. He worked at Bristol-Myers Squibb as an Account Manager from 1992 to 2002 for 10 years and later at PepsiCo - Frito Lay as a National Account Manager from 2002 to 2008 for 6 years. This diverse background contributes to his comprehensive understanding of financial strategies and corporate operations.
Achievements
Duane Runzer offers complimentary and confidential second opinions on financial plans, demonstrating his commitment to client service and financial literacy. He is actively seeking an IIROC or MFDA licensed advisor in the Kelowna area, indicating his engagement in the local financial community and his dedication to enhancing financial advisory services.