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“We have known and worked with Barry Twerdun for over 20 years. In the years that Barry has been advising us on our complex financial affairs, we have built up a solid financial plan, which includes corporate & personal life insurance, and a referral to an investment manager to tailor our portfolio to our needs. We have received expert corporate & personal tax advice. Barry is efficient, trustworthy & professional and always responds promptly to our phone calls and questions. Barry’s knowledge and strategic thinking make him an ideal financial planner who is highly capable of taking care of your financial concerns.”
– Harvey & Beverley Van Damme
Sandy Lake, Manitoba
“Barry Twerdun has been our financial advisor over the past 10 years and has provided us with a comprehensive financial plan that gives us a clear understanding of our financial needs now and for our future.
Barry guided us with forethought, planning and an agreement that clearly defined our requirements for retirement after determining our level of comfort. Once he had a clear understanding of our needs, he has given us prompt and expert advice when we have questions or concerns. Both Lynn and I would highly recommend Barry to others.”
– Richard & Merrilynn Scott
“My family and I have been working with Barry Twerdun of Twerdun Wealth Management for over 20 years.
We are now 3 generations of family members whose financial health and retirement income are in Barry’s very capable hands.
Barry and his team take the time to understand each of us and our needs ensuring that our plan is tailored to the individual. Barry has also been great at guiding us with suggestions and ideas for managing retirement and estate planning.“
– Lisa C. Alfred, H.B.Comm., C.G.A.