Duane Runzer

Background

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. Duane is also supported by a Team of Regional Specialists. •Olga Kokeliv, Insurance Planning Specialist, I.G. Insurance Services Inc. •Kevin Van Raalte, a Wealth Planning Specialist •Mark Brennan, Mortgage Planning Specialist. Please contact Duane for a complimentary and confidential second opinion on whether your current financial plan is working hard enough for you. 250-762-3329 ext. 5296 duane.runzer@igpwm.ca Duane 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.