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About Us

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Mission

At Twerdun Wealth Management, we are committed to maintaining the highest standard of integrity and professionalism in our relationship with you, our client. We will strive to get to know and understand your financial situation and provide you with expert advice to realize your goals.

Meet The Team

Barry Twerdun CFP CLU Ch.F.C.
Professional Wealth Advisor

With 23 years working in the Brandon, rural Manitoba and Winnipeg markets, Barry Twerdun has built strong business relationships with his corporate and non-corporate clients.Barry’s diligence and ability to provide expert financial planning advice along with his professionalism and experience will help you achieve your financial goals and dreams.Barry graduated from Red River College with a Business Administration degree. He has attained the following designations:

Full Life License – received in 1990
CLU (Chartered Life Underwriter) – received in 1995
CFP (Certified Financial Planner) – received in 1996
Ch.F.C. (Chartered Financial Consultant) – received in 1996
Member of the Canadian Institute of Chartered Life Underwriters
Member of Advocis, The Financial Advisors Association of Canada

Specialized Services:

Financial Planning – Corporate & Non-Corporate
Insurance Planning – Corporate & Non-Corporate
Tax & Estate Planning
Buy/Sell Planning

Lynda Twerdun
Administrative Assistant

Lynda has been an administrative assistant to Barry for the past 20 years. Lynda is the office manager dealing with the day-to-day management of an office, setting up client appointments, assisting in the preparation of client meetings and follow-up on client matters. Lynda is happy to assist and work with all of the Twerdun Wealth Management clients in ensuring that they have a positive experience and receive excellent service.

Melanie Potter
Professional Wealth Associate

Melanie has over 10 years of experience in the financial services industry. She graduated from the University of Manitoba with a Bachelor degree in Human Ecology. She has completed the Canadian Securities Course and the Conduct and Practices Handbook Course through the Canadian Securities Institute.

Melanie joined Twerdun Wealth Management in 2017. She is the wealth management coordinator on the team and manages the team’s schedule, client services, administrative duties and helps implement wealth management initiatives. She is also responsible for coordinating the financial planning process.