Twerdun Wealth Management

Finance · Canada · 1-10 Employees

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Overview

Headquarters

Whyte Way, Oak Bluff, Manitoba, R0G 1N0,...

Phone Number

(204) 254-3553

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Twerdun Wealth Management

Twerdun Wealth Management offers holistic wealth management services tailored to business owners, farmers, families, and retirees. They provide customized financial planning, investment strategies, and risk management to help clients achieve their financial goals. The company emphasizes integrity and professionalism in their client relationships, ensuring a thorough understanding of each client's unique financial situation. Their process includes discovery and goal setting, plan development and execution, and ongoing review and adjustment to adapt to clients' changing needs.Explore more
Popular SearchesTwerdun Wealth ManagementTwerdun WealthTwerdunwealthSIC Code 62,628NAICS Code 52,523Show more

Twerdun Wealth Management Org Chart

PhoneEmail
MP
Canada flag for contact location.

Wealth Associate & Insurance Advisor

PhoneEmail
BT
Canada flag for contact location.

Professional Wealth Advisor

PhoneEmail
LT
Canada flag for contact location.

Administrative Assistant

PhoneEmail

PhoneEmail
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Compare Similar Companies to Twerdun Wealth Management

Compare insights from companies similar to Twerdun Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Twerdun Wealth Management

<$5M
1-10
Private
-
2003
MP
Melanie PotterWealth Associate & Insurance Advisor
$7.6M
11-50
Private
-
1973
Pinder Sekhon, Chief Financial Officer at RGF Integrated Wealth Management
Pinder SekhonChief Financial Officer
<$5M
1-10
Private
-
2017
N/A
<$5M
11-50
Private
-
2010
RT
Rob TétraultBranch Manager & Investment Advisor & Senior Portfolio Manager
<$5M
1-10
Private
-
-
KL
Kevin LockCfp, Epc Financial Planner
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Twerdun Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Twerdun Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Twerdun Wealth Management.

Twerdun Wealth Management Tech Stack

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Frequently Asked Questions Regarding Twerdun Wealth Management

What is Twerdun Wealth Management's official website?
Twerdun Wealth Management's official website is www.twerdunwealth.com
What is Twerdun Wealth Management's Revenue?
Twerdun Wealth Management's revenue is <$5 Million
What is Twerdun Wealth Management's SIC code?
Twerdun Wealth Management's SIC: 62,628
What is Twerdun Wealth Management's NAICS code?
Twerdun Wealth Management's NAICS: 52,523
How many employees does Twerdun Wealth Management have?
Twerdun Wealth Management has 1-10 employees
What industry does Twerdun Wealth Management belong to?
Twerdun Wealth Management is in the industry of: Finance, Securities Trading
What is Twerdun Wealth Management competition?
Twerdun Wealth Management top competitors include: RGF Integrated Wealth Management, Theresa Bartley - Investment Planning Counsel, SGL Private Wealth Management, Investment Planning Counsel
What technology does Twerdun Wealth Management use?
Some of the popular technologies that Twerdun Wealth Management uses are: WooCommerce, WordPress.org, PHP, Google Cloud Web Serving
How do I contact Twerdun Wealth Management?
Twerdun Wealth Management contact info: Phone number: (204) 254-3553 Website: www.twerdunwealth.com
What does Twerdun Wealth Management do?

Twerdun Wealth Management offers holistic wealth management services tailored to business owners, farmers, families, and retirees. They provide customized financial planning, investment strategies, and risk management to help clients achieve their financial goals. The company emphasizes integrity and professionalism in their client relationships, e... nsuring a thorough understanding of each client's unique financial situation. Their process includes discovery and goal setting, plan development and execution, and ongoing review and adjustment to adapt to clients' changing needs.Read More

Is Twerdun Wealth Management a public company?
Twerdun Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Twerdun Wealth Management

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