I do three things: Investments, Insurance and Strategies – growing, protecting and transferring wealth as tax efficiently as possible.

My reputation in the industry is a hard-working, sincere, and compassionate individual who strives for excellence in everything I do. This career path chose me, through my own life experience I wanted to empower others to make wise financial decisions.

Financial Planning Kelowna

Financial Planning Kelowna

Helping change the direction of people’s lives in a positive way gives me vitality. Life can be a complex, overwhelming journey. The strategies I create give my clients a roadmap so they can be confident about their future. In my career, I’ve been fortunate to win several awards and am considered one of the top advisors in Canada. I feel humbled by the incredible support of my family and clients, we have built dreams and made them realities together.

My goal is to give people financial security and peace of mind no matter what challenges come their way. As a young mom, I was left to raise two children on my own. I’m proud to say they are successful, beautiful caring individuals who contribute to society. They are my biggest life accomplishment. The challenges I’ve experienced along the way have taught me the importance of financial planning and cash flow management. In the last four years I lost both of my parents. This loss gave me empathy for individuals who have or are experiencing loss and confirmed the importance of financial planning. Being qualified and competent in this field is critical so I’ve continued to pursue higher education to augment my 19 years of experience. When I’m not working, I enjoy spending time with my daughter and son and my two grandchildren. I enjoy living in the Okanagan meeting and serving the people who call this home.

Financial Planning Kelowna

My designations include CFP -

  • Certified Financial Planner
  • QAFP - Qualified Associate Financial Planner
  • LLQP - Life License Qualification Program
  • And I’m working towards my Certified Health Specialist designation.

I’ve received several awards in the Financial Industry and belong to many associations such as the

  • KEPS – Kelowna Estate Planning Society
  • MDRT - Million Dollar Round Table Court of the Table Award in 2021
  • Elite Manulife Advisor
  • Qtrade – Ranked 3rd Advisor in Canada
  • Credential – Top 3 Leader in Canada.

Google Review

  • Positive: Professionalism, Quality, Responsiveness, Value

    Munly Liang
  • Just want to take a moment to say thank you Twyla for your expertise and taking time to explain life insurance to me. It is refreshing to not feel like being sold something, verses investing into my families future and there financial security. Appreciate it! :)

    Brett Ziemer
  • With Twyla we have always received exceptional service. She is knowledgeable and friendly.

    Orlando Rodriguez
  • Positive: Professionalism, Quality, Responsiveness, Value

    Highly highly recommend Twyla she is so knowledgeable keep and professional. We are so fortunate to have a Life Insurance Representative like her in our community!

    Armstrong Office
  • Positive: Professionalism, Quality, Responsiveness

    Twyla is warm an exeptionally good at her job. She understands the needs of the individual and effortlessly accepts her clients' values, instincts and means. Twyla's care does not end with your signature.

    Teal Goyeche
  • I would definitely recommend Twyla to anyone looking who is looking for honest advice regarding life, and disability insurance. She really knows her products and is genuine. She took the time to explain the different options to me and I am thankful that Twyla has helped me plan and prepare for my future well being.

    Colleen K
  • Positive: Professionalism

    Twyla is very knowledgeable and doesn't make you feel pressured to do anything, she focused on educating me and my wife about our options and existing coverage. In the end we got better coverage for less money and she gave us tips on how to maximize my existing work coverage so everything was harmonious.

    Jesse Hamming
  • Twyla is amazing at insurance planning to take you through every stage of life. She makes sure there are no surprises in the future as you get older. No one else has ever taken the time to thoroughly explain the pros and cons of each product structure in an easy to understand way so you can make an informed decision.
    I like that she’s a broker so she works for you and not just one company that she represents. I highly recommend her.

    DJ Aerodynamix
  • Positive: Professionalism, Quality

    Twyla has been very helpful, supportive and respectful with helping me and my husband find the best insurance options for our needs and budget. She is extremely patience, genuine and kind. So happy we found her.

    michelle van kampen
  • Twyla is so personable and I felt like she really cared authentically about what was best for my family’s needs at the time, not just a sale. She is also super knowledgeable and I felt like I could trust her to get the best possible product and give the best recommendations. I feel safe in her recommendations and care for these important aspects of financial planning.

    Amanda Rodriguez
  • Twyla is absolutely the best of the best. So knowledgeable and kind! She took the time answering every question I had over multiple appointments (I went in with a long list, haha) and I never once felt pressured or rushed. My husband and I both use her for all of our personal insurance needs and I have recommended her so many times to my friends and colleagues.

    Julianna Stuart
  • Positive: Professionalism, Responsiveness

    Twyla is without a doubt one of the best insurance specialists around. She is extremely knowledgeable, professional and personable. I trust her fully with all my insurance needs and the insurance needs of my family. She is extremely responsive and has been an incredible resource to me. I wouldn’t hesitate to recommend Twyla to anyone, and do.

    Zachary Palmer
  • Twyla is an excellent advisor. She explains insurance in a simple and easy to understand manner that enables clients to feel confident and comfortable when doing business with her. Twyla's 'no pressure' approach allows clients to decide what best fits their needs and budget. She works with all of the big carriers - Manulife, Canada, Life, Empire Life, Equitable Life, Sun Life and every other major carrier in Canada thus enabling her to tailor policies to each individual at the best rates available. Twyla also works well with business owners to tailor group coverages for their management and staff.

    Susanne Bulmer

Serving across Okanagan area, Edmonton, Calgary, and the Lower Mainland and Surrounding areas.

Okanagan Location Includes: Kelowna, Vernon, Enderby, Kamloops, Peachland, Penticton, Lumby, West Kelowna, Armstrong, Summerland, and the surrounding areas.

Contact Me