SH Financial Solutions - Twyla Hardham - Certified Financial Planner
26 Reviews
- Thursday8:30 AM–4:30 PM
- Friday8:30 AM–4:30 PM
- SaturdayClosed
- SundayClosed
- Monday8:30 AM–4:30 PM
- Tuesday8:30 AM–4:30 PM
- Wednesday8:30 AM–4:30 PM
About the Business
Financial, Investment Planning Kelowna, BC | Financial Planner | Learn how to manage your finances, and grow your wealth with Financial, Investment Planning Services from SH Financial Solutions. We serve across Kelowna.
Contacts
Call Us
+12508603303
2009 Enterprise Way Suite I, Kelowna, BC V1Y 8G6
Hours
- Thursday8:30 AM–4:30 PM
- Friday8:30 AM–4:30 PM
- SaturdayClosed
- SundayClosed
- Monday8:30 AM–4:30 PM
- Tuesday8:30 AM–4:30 PM
- Wednesday8:30 AM–4:30 PM
Features
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Identifies as women-owned
- Wheelchair accessible seating
- Wheelchair-accessible washroom
- Washroom
Recommended Reviews
Teal Goyeche
19.10.2023
SH Financial Solutions - Twyla Hardham - Certified Financial Planner
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.
Diane B
01.10.2023
SH Financial Solutions - Twyla Hardham - Certified Financial Planner
Twyla is extremely knowledgeable in her field of financial services, estate planning and insurance. She cares deeply about her clients and their peace of mind relating to all things financial. If you are looking for an excellent financial advisor who cares about more than just the commissions, Twyla is an excellent choice. Clients are her number one priority!!!
Jesse Hamming
22.09.2023
SH Financial Solutions - Twyla Hardham - Certified Financial Planner
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.
Zachary Palmer
19.09.2023
SH Financial Solutions - Twyla Hardham - Certified Financial Planner
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.
DJ Aerodynamix
23.08.2023
SH Financial Solutions - Twyla Hardham - Certified Financial Planner
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.
michelle van kampen
19.08.2023
SH Financial Solutions - Twyla Hardham - Certified Financial Planner
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.
Julianna Stuart
17.08.2023
SH Financial Solutions - Twyla Hardham - Certified Financial Planner
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.
Amanda Rodriguez
13.08.2023
SH Financial Solutions - Twyla Hardham - Certified Financial Planner
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.
Colleen K
01.08.2023
SH Financial Solutions - Twyla Hardham - Certified Financial Planner
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.
Susanne Bulmer
23.07.2023
SH Financial Solutions - Twyla Hardham - Certified Financial Planner
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.
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2009 Enterprise Way Suite I, Kelowna, BC V1Y 8G6
SH Financial Solutions - Twyla Hardham - Certified Financial Planner