Twain Financial · Vancouver, BC
Most financial plans aren't actually plans.
That's what we fix.
Virtual consultations available across BC, ON & AB
CFP® · 15+ Years Experience
I work with mid-career professionals, pre-retirees, and entrepreneurs on integrated financial planning — bringing every piece into one coordinated strategy.
- Tax strategy that keeps more of what you earn
- Investment management that works toward what you're actually building
- Retirement planning that accounts for every income stream you'll have
- Insurance and estate planning that protects what you've built
- Corporate and rental income that works as part of one unified plan
The plan should dictate the tools. Not the other way around.
Virtual consultations available across BC, ON & AB
AS FEATURED IN
Trusted source for commentary on personal finance, tax planning, investing, and financial strategy.
The Planning Process
How We Work
A structured five-step process — built around your full financial picture, not just one piece of it.
1
Discovery
1
2
Analysis
2
3
Recommendations
3
4
Implementation
4
5
Periodic Review
5
Areas of Focus
The Full Picture
Integrated planning across every dimension of your financial life — nothing in isolation.
1
Tax Strategy
1
2
Investment Management
2
3
Real Estate & Mortgage Planning
3
4
Wealth Protection
4
5
Retirement & Estate Planning
5
6
Corporate & Business Planning
6
Our YouTube Channel
Financial Education, Without the Noise
—
Total Views
—
Subscribers
—
Videos
25:28
1.8M Views 🔥
Tax Planning
Do This to Legally Pay Less Taxes in Canada
The most-watched video on the channel — a complete guide to legally reducing your tax bill.
11:42
71.7K Views
Personal Finance
#1 TFSA Mistake Canadians Are Making
The most common TFSA error silently costing Canadians thousands — and how to fix it.
19:55
121.5K Views
Work Benefits
Do This with Your Work Benefits in Canada
Top ways to maximize employer matching, ESPP, stock options, and more.