Rhys Swenson graduated from Okanagan College School of Business with a BBA (specialty in Finance). After graduation, Rhys joined Duane’s team as an Associate Consultant. Rhys is a CERTIFIED FINANCIAL PLANNER^®.

Rhys strives to build meaningful and trusting relationships with all who he interacts with. He believes these are the key principles that guide him to make an impact on clients' personal and financial well-being.

Outside of the office, Rhys enjoys snowmobiling in Revelstoke, skiing at Big White, golfing, and spending time on okanagan lake. 

Lindsey has worked in the finance industry for 11+ years and comes with a strong background in all administrative aspects of investments, insurance, and client operations support. She is extremely efficient in her role and offers her knowledge and support to many members within our Division.

Lindsey was born and raised in Kelowna, where she spent most of her childhood on the ball diamonds. Her love and passion for the sport has led her to a position on the board with the Westside Minor Fastball association, and as a head coach since 2017. When she is not on the ball field, she spends her time with her husband and two children in the Okanagan mountains.