About Us
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.
Barry Twerdun CFP CLU Ch.F.C.
Professional Wealth Advisor
With over 30 years of experience, Barry has built strong relationships with
individuals, families and business owners primarily in the Manitoba market. Over
the course of business, clients have relocated, so his practice has expanded to
Saskatchewan, Alberta and British Columbia. Barry’s diligence and ability has
provided quality financial planning advice that has helped individuals, families and
business owners achieve their goals. Barry graduated from Red River College with a
Business Administration diploma. He has continued his education in the financial
services industry and has attained his CFP, CLU and Ch.F.C. designations.
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
Melanie Potter
Wealth & Insurance Advisor
Melanie has over 15 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 is fully life insurance licensed.
Melanie is currently enrolled in the Certified Financial Planning course (CFP).
Melanie joined Twerdun Wealth Management in 2017. She works closely with Barry in the wealth management process.
Lynda Twerdun
Administrative Assistant
Lynda helps with special projects and is the accounts receivable and payable
contact. She also assists when the company has client events and helps coordinate
the event.