Martin Swensrude

I have been in the investment industry since 1996 working with clients to grow their wealth and help educate them. I joined Bill in 2010 with the opportunity to offer my clients a broader range of investment opportunities and the synergies of working with a larger team. I use my strengths in technology and research to help the team manage the infrastructure of the business to better serve our clients.

For discretionary accounts I run the Portfolio Rebalancing Software, and operate our financial planning software to help clients project and plan for the future. One of my passions is educating clients about all matters related to money and finance and at 12 years old could be found reading the business page of the Edmonton Journal.

I took the accounting stream at N.A.I.T. but I found the investment and finance classes much more compelling and interesting than balancing debits and credits which lead me to the career I have now.