BRYN SWAYZE
Partner, Director of Operations, Certified Financial Planner® Professional
Bryn is a Partner at Unfold and Director of Operations. In this role, she is responsible for the day-to-day operations of the company and for ensuring clients receive consistent, high-quality service throughout their financial planning journey.
Alongside her operational leadership responsibilities, Bryn works closely with clients as a Certified Financial Planner® professional, helping them navigate their financial lives with confidence.
With a degree in Business and Psychology, Bryn combines technical expertise with an understanding of the behavioural aspect of financial decision-making. She is passionate about educating clients and empowering them to make informed decisions that align with their goals and values.
Areas of Expertise
- Financial and risk management
- Investment planning
- Strategic corporate tax planning
- Retirement planning
- Estate planning
Mutual funds, exempt market products, and exchange-traded funds are offered through Unfold Advisory, a registered trade name of Investia Financial Services Inc.