Finances near Cornwallis MB (40 Result(s))

The Comprehensive Financial Plan is the road map for your financial future. Due to the nature of the industry, this service has traditionally been offered for 'free' with the purchase of investments or life insurance with the bank or other financial advisor. ??We believe there is a better system that can provide a premium quality, unbiased opinion on your financial affairs. For a modest fee we provide an in-depth, written financial plan tailored to your unique circumstances, with no obligation to purchase any investment or insurance product.

Welcome To Twerdun Wealth Management (TWM)Barry Twerdun is a Professional Wealth Advisor who brings over 23 years of experience working in the Brandon, Winnipeg and rural Manitoba markets. Barry is committed to building strong relationships with his corporate and non-corporate clients. He will listen to your key goals regarding investments and risk management in order to provide expert advice and a customized plan that will help you to realize your objectives. The TWM team will create a plan that is catered to your needs and what is most important to you.We are here to assist you and simplify your life by creating a customized financial plan.