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Dan Swedin

Integrated Wealth Manager
Degree(s)
  • Bachelors Degree in Finance & Financial Management - University of St. Thomas

Dan Swedin began his career in the financial industry as a Registered Client Associate at RBC Wealth Management – US, where he built a strong foundation in client service, operational support, and investment solutions. Over time, his experience working closely with clients and advisors inspired him to pursue a deeper role in helping individuals and families plan for their futures.

Today, Dan works in wealth management with a clear mission: to help people achieve their financial goals with confidence and clarity. He’s passionate about building long-term relationships, translating complex financial concepts into simple guidance, and empowering clients to make thoughtful, informed decisions about their money.

What Dan enjoys most about his work is the opportunity to make a meaningful impact on people’s lives—whether that’s helping someone retire comfortably, invest for their children’s future, or navigate unexpected financial challenges with a sense of stability.

A bit more about Dan: Outside the office, Dan is all about staying active and enjoying the outdoors. He’s a fan of football, basketball, and golf. He never misses a chance to spend time with his dogs, explore new outdoor adventures, or dive into a new book. Always open to recommendations!