Born and raised in Winnipeg, Andrew knew from an early age that he was destined for the financial services industry. After completing a Bachelor of Commerce Honours degree from the Asper School of Business, majoring in Finance and International Business, he started his career with Freedom 55 Financial, a division of London Life.It was working in a proprietary agency that Andrew developed a greater appreciation for the inner workings of the Financial Services industry. He could see that the Independent Broker business model was the best fit for him and his clients. The ability to provide his clients with unbiased, objective advice offering the best products at the best price was paramount in his decision to become an independent Financial Advisor. Titan Wealth Management was established in 2007 and uses the boutique investment firm of Doheny Securities Limited as their back office.With a business practice focused on building long term relationships with Professionals, Business Owners, and Families, Andrew knows that great service is the best compliment to offering the best products.
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Maximum Wealth Strategies (MWS)Our goal is to assist small and mid-size business owners in providing customized value added solutions in their businesses. Whether, that is maximizing wealth via corporate tax planning strategies that allows you to tax efficiently transfer money from your business to you personally or strategies that minimize risk in your business. We are here to assist you!Services we offer:
Rival employs a comprehensive, disciplined, top down, growth oriented approach to investment management. Our investment experience over the last 15 years has led us to develop a proprietary approach to security selection and portfolio management. Our proprietary approach strives to:Identify themes and/or sectors that are expected to outperform in the mid to long term.Screen for stocks within those sectors that have positive growth characteristics including accelerating earnings and sales growth, as well as favourable technical characteristics.Limit losses by employing stop loss orders and closely monitoring positions for deteriorating technicals or fundamentals.
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.