Don't just chase your dreams

Let us help you plot a path!

Choose to work with The Twohey Team and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.

We are not exclusive to any bank or fund so we come with no-strings-attached.

We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.

We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.

We tailor plans to suit your stage-of-life, plans and milestones.

We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.

We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!

Our Team

Ted Twohey, CFP®

Investment Advisor

Sarah Thompson

Executive Assistant

Our Team

Praise is best heard in the third person

“My wife and I first met Ted in 2001 while looking for a financial advisor that knew what he was doing and would be around for more than a few months. We met Ted Twohey in Bowmanville and from that first meeting we have never looked back or regretted putting our trust in him. In working with Ted we found him to be honest, sincere, easy to deal with and a friend. He is very prompt in answering and returning phone calls. He also calls when there are any new situations i.e. tax free savings accounts or any ideas he may have. We would not hesitate to recommend him to anyone and have done so.” - Don & Edna Verity

Praise is best heard in the third person

“Ted has been our financial advisor for over a dozen years. With the recent global “meltdown” of the financial industry, Ted has been a constant source of encouragement and hope. His financial guidance and expertise has helped paved our way to a comfortable retirement in the next 5 years or so. With full confidence we have placed our financial future in Ted’s hands.” - Rob & Lise Mace