Rhys Swenson, Bba, Qafp™
About Rhys Swenson, Bba, Qafp™
Rhys Swenson is an Associate Consultant at IG Wealth Management in Kelowna, British Columbia, where he has worked since 2021. He holds a Bachelor of Business Administration from Okanagan College, where he studied Finance from 2016 to 2020.
Work at IG Wealth Management
Rhys Swenson currently holds the position of Associate Consultant at IG Wealth Management in Kelowna, British Columbia, Canada. He has been in this role since 2021, contributing to the company's financial consulting services. Prior to this position, he worked as an Assistant at IG Wealth Management for eight months in 2020, where he gained foundational experience in the financial services industry.
Education and Expertise
Rhys Swenson earned a Bachelor of Business Administration (BBA) degree from Okanagan College, where he studied Finance from 2016 to 2020. This academic background provided him with a solid understanding of financial principles and practices, which he applies in his current role as an Associate Consultant.
Background
Rhys Swenson is based in Kelowna, British Columbia, Canada. His career in the financial services sector began with his role at IG Wealth Management, where he transitioned from an Assistant to an Associate Consultant. His educational journey at Okanagan College laid the groundwork for his professional development in finance.
Professional Development
Rhys Swenson has achieved the Qualified Associate Financial Planner (QAFP™) designation, which signifies his commitment to professional development in the financial planning field. This certification enhances his qualifications and demonstrates his ability to provide comprehensive financial advice to clients.