Melanie D. Twietmeyer, R.F.P., CFDS
Over the past 25 years, Melanie has worked steadily with her team to provide clients with a multi-disciplinary approach committed to financial education and achievement. This holistic process stems from Melanie's commitment as a Registered Financial Planner, R.F. P., providing comprehensive, customized and focused solutions that are unique to each client, thereby helping them to achieve the best life possible with the means available to them. As Wealth Advisor, Melanie then applies portfolio strategies that will compliment client strategies with rewarding outcomes in direct line with their goals.
Melanie has been active in writing various articles and letters that have been published by outlets such as Advisor’s Edge, Investment Executive, and the Calgary Herald. She has been a presenter at conferences such as the Institute of Advanced Financial Planners, Investment Planning Counsel, Mount Royal College (University) and the University of Calgary. She has been interviewed by 660 News, the Winnipeg Free Press, Global National and has been a guest on Calgary Global TV. In 2020, Financial Success for Women by Women was released, a book co-authored by Melanie and 26 female colleagues from across Canada. Melanie's designation as a Chartered Financial Divorce Specialist, CFDS sees her frequently called upon to work with clients and law professionals to assist in securing financial solutions that optimize equitable cash flow and asset outcomes for separating partners. Read More