SH Financial Solutions - Twyla Hardham - Certified Financial Planner Reviews

Chris 2026.04.10

     

Twyla has been an invaluable resource for information and sage advice in navigating my retirement and organizing our finances. Plans are explained in very personable and easy to understand manner. We have also benefitted greatly from her guidance on managing our day to day finances, mortgage, and credit. I would highly recommend the team at Safe Harbour and wish I had talked to them sooner!

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Riley Olson 2026.03.13

     

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Reply from SH Financial Solutions - Twyla Hardham - Certified Financial Planner

Thanks Riley! You were such a pleasure to meet, you've got a bright future ahead of you.

Rachelle Chay 2026.02.27

     

Twyla was incredibly helpful. I am an entrepreneur who was looking for individual medical benefits. I had requested a plan that catered more toward mental wellness and she helped me run through the options from two different providers. She did the math on both to determine which plan would make the most sense based on my needs and filled out the application form. We had our meeting over Zoom which made it feel extremely personal and I could gather from her demeanour that she truly cares. Highly recommend!

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Reply from SH Financial Solutions - Twyla Hardham - Certified Financial Planner

Thanks Rachelle, you were a joy to work with! Appreciate you taking the time to leave a review. Let me know if you require anything further.

Ashley Godin 2026.01.19

     

Twyla is the best financial advisor there is! She is incredibly knowledgeable and honest. She is also the kindest person with a huge heart she truly wants the best outcome for every single client she has. I’m so grateful for her expertise and helping my family with our financials we truly couldn’t do it without her, highly recommend to everyone ❤️

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Reply from SH Financial Solutions - Twyla Hardham - Certified Financial Planner

Thanks Ashley for your wonderful review. It’s being an absolute joy working with your family and building out your protection and retirement planning. The biggest reason I got into this business was to change lives and help others not make the same mistakes I did as a young person. You’re a treasure to know!

Jim Baumgartner 2025.04.12

     

Twyla and her team are dedicated and patient. Twyla and her team are client and service focused. Thanks for your help!!

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Dee Kay 2025.01.06

     

Twyla is truly a 5-star Financial Planner. She has applied a great deal of knowledge and personal care to ensure my portfolio is geared to me and is ever growing to my benefit. Her expertise also includes Insurance and Estate Planning. I highly recommend Twyla Hardham and SH Financial Solutions.

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Graham Jenkins 2024.04.18

     

Had the opportunity to do a ergonomic assessment with this team and wow, what a great crew. Quality people and you can tell that Twyla really not only cares for her clients, she cares about her team as well. I would highly recommend this office just on their character alone, something that is not as common as I think it should be!!

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Reply from SH Financial Solutions - Twyla Hardham - Certified Financial Planner 2024.05.14

Thanks so much Graham for taking the time to come by! We really appreciate your expertise and guidance on how to make our team comfortable as we serve our clients!

Maureen Wyatt 2023.10.25

     

Thanks to Twyla for looking over my income tax as part of my financial review. She picked up on a discrepancy missed by my income tax preparer resulting in a substantial refund for me. Very much appreciated!

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Reply from SH Financial Solutions - Twyla Hardham - Certified Financial Planner 2023.10.26

I’m happy i did a thorough review for you Maureen and that we were able to get you a refund. Thanks for taking the time to talk about your experience. It’s been wonderful getting to know you! Twyla

Lynn Ehrman 2023.07.24

     

I was referred to Twyla Hardham at SH Financial Solutions and am really grateful. Twyla was great at assessing my situation and had great strategies for my future. I went away from my appointment with her feeling that I had learned alot! The way she presented things was clear and concise for someone like me that can get overwhelmed! Thanks Twyla and I really look forward to moving forward with your expertise!

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Reply from SH Financial Solutions - Twyla Hardham - Certified Financial Planner 2023.07.24

Thanks Lynn, you are very kind, I appreciate the review and look forward to working with you in the years to come!

Diane B 2022.12.07

     

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!!!

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Amanda Nichols 2022.11.09

     

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.

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Reply from SH Financial Solutions - Twyla Hardham - Certified Financial Planner 2022.11.09

Amanda I appreciate you taking the time to do this with your busy schedule! I value our relationship and appreciate your trust and confidence in me over the years.

Orlando Rodriguez 2022.11.09

     

With Twyla we have always received exceptional service. She is knowledgeable and friendly.

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Reply from SH Financial Solutions - Twyla Hardham - Certified Financial Planner 2022.11.09

Hi Orlando, thanks so much for taking the time to review me, its greatly appreciated and I'm thankful we are able to be of assistance!

Julianna Stuart 2022.08.10

     

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.

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Reply from SH Financial Solutions - Twyla Hardham - Certified Financial Planner 2022.10.29

Thanks for the kind words Julianna, questions are encouraged! It is an absolute pleasure helping you and your husband.

Colleen K 2022.03.04

     

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.

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Clayton Towpich 2022.02.01

     

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Zac 2022.01.22

     

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.

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Reply from SH Financial Solutions - Twyla Hardham - Certified Financial Planner 2022.01.26

Zach, it has been a true pleasure working with you for these past 8 years. I highly respect your work in the financial industry so I’m honoured you took the time to review me. Looking forward to working with you for years to come!

michelle van kampen 2022.01.21

     

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.

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Reply from SH Financial Solutions - Twyla Hardham - Certified Financial Planner 2022.01.26

You have very thoughtful questions and concerns as these are big decisions! Thanks for the kind words, you’ve taught me areas of communication I can improve to make insurance easier to grasp as it can be overwhelming. I appreciate your support.

Jesse Hamming 2022.01.18

     

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.

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Reply from SH Financial Solutions - Twyla Hardham - Certified Financial Planner 2022.01.26

Jesse it has been wonderful meeting your lovely wife and adorable baby. It’s nice seeing someone in their element! You have great questions and I appreciate your analytical mind. Thanks so much for the review.

Susanne Bulmer 2022.01.18

     

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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Reply from SH Financial Solutions - Twyla Hardham - Certified Financial Planner 2022.01.26

Susanne, I feel like I should be writing a review for you!!! You are a rockstar and are one of the very best humans I know. Thank you for your support and commitment. It is a privilege to know you.

Brett Ziemer 2022.01.11

     

Just want to take a moment to say thank you Twyla for your expertise and taking time to explain life insurance to me. It is refreshing to not feel like being sold something, verses investing into my families future and there financial security. Appreciate it! :)

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Reply from SH Financial Solutions - Twyla Hardham - Certified Financial Planner 2022.01.11

Thanks so much for taking the time to comment on your experience. I have enjoyed helping you and your family!