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Financial Planner

Safe Harbour Financial Solutions Inc. - Twyla Hardham - Certified Financial Planner

Navigating today’s milestones, securing tomorrow’s legacy.

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1980 Cooper Rd #108, Kelowna, BC, V1Y 8K5, CA +1 (250) 860-3303 hello@safeharbour.com
Contact Information

Address

1980 Cooper Rd #108, Kelowna, BC

Nationwide Available

No

Description

Safe Harbour Financial Solutions Inc., led by Certified Financial Planner Twyla Hardham, offers personalized financial planning services in Kelowna, BC. Specializing in tailored strategies for incorporated professionals, realtors, retirees, and families, they provide expert guidance in insurance, investments, retirement planning, and wealth transfer to secure your financial future.

Accepted Payments
Cash Check Visa MasterCard American Express Discover Invoice
Categories
Financial Planner Financial Consultant Health Insurance Agency Insurance Broker Insurance company Investment Service Life Insurance Agency
Products Sold
Life Insurance Disability Insurance Health Insurance Dental Insurance Critical Illness Insurance Group Benefits Health Spending Accounts Travel Insurance Manulife Bank Products
Services Offered
Corporate Insurance Planning Executive Health Savings Plan Group Benefits Health Spending Accounts (HSA) Personal Insurance Planning Individual Health Benefits Retirement Income Planning Strategic Investment Planning Estate Protection & Wealth Transfer Banking Services
Specialties
Intergenerational Wealth Planning Tax-Efficient Strategies Retirement Income Strategies Succession Planning Financial Security for Women Financial Planning for Life Transitions Comprehensive Wealth Management
Associations
Million Dollar Round Table (MDRT) Canadian Association of Life Underwriters (CALU) Kelowna Estate Planning Society Advocis
Brands
Manulife GreenShield
Keywords (SEO)
financial planner Kelowna certified financial planner Kelowna retirement planning Kelowna BC investment advisor Kelowna insurance planning Kelowna wealth transfer planning Kelowna tax efficient financial planning Kelowna financial advisor for realtors Kelowna financial planning for incorporated professionals Kelowna best financial advisor Kelowna best financial planner in kelowna bc

Additional Details

Establishment Info
Established: 2018
Operational Info
Frequently Asked Questions (FAQs)

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Service Areas

Kelowna, Vernon, Enderby, Kamloops, Peachland, Penticton, Lumby, West Kelowna, Armstrong, Summerland, Edmonton, Calgary, Lower Mainland

Contact Information

Address

1980 Cooper Rd #108, Kelowna, BC

Nationwide Available

No

Working Hours
Closed Until 08:30
  • Monday
    08:30 - 16:30
  • Tuesday
    08:30 - 16:30
  • Wednesday
    08:30 - 16:30
  • Thursday
    08:30 - 16:30
  • Friday
    08:30 - 16:30
  • Saturday
    CLOSED
  • Sunday
    CLOSED
Storefront Actions
Languages Spoken: English
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