Twain Financial · Vancouver, BC
Is your money working harder than you?
Because it should be.
Virtual consultations available across BC, ON & AB
CFP® · 15+ Years Experience
As a CFP® professional with over 15 years of experience, we're here to help:
- Simplify complicated concepts so you can make informed decisions
- Get the most out of life with your money
- Find balance — enjoy life now while saving for your ideal future
- Feel calm and excited about your financial future
- Maximize tax savings and grow consistently for your unique goals
- Monitor and adjust your plan to stay on track when life changes
Virtual consultations available across BC, ON & AB
AS FEATURED IN
Trusted source for commentary on personal finance, tax planning, investing, and financial strategy.
How We Work
Our Holistic Approach
A five-step process built around your life — not just your money.
1
Discovery
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Analysis
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3
Recommendations
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Implementation
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Periodic Review
5
What We Cover
Our Pillars of Financial Planning
A comprehensive approach covering every dimension of your financial life.
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All-Around Tax Planning
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Asset Growth Management
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Wealth Protection
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Property Planning
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Financial Education
Up Your Financial Game
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Total Views
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Subscribers
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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.