Contact & Begin the Conversation
Every conversation starts with a simple hello.
Whether you’re navigating a major life transition, planning for the future, or simply have a question, we’d be pleased to start the conversation.
Begin the Conversation
Better financial decisions begin with understanding your goals, your priorities, and the life transitions that matter most to you.
Whether you’re preparing for retirement, caring for aging parents, planning for your family’s future, or simply wondering where to begin, we’d be honoured to meet with you.
No obligation. No pressure. Just a conversation.
Get in Touch
David B. Stiglick, BA
Founder, TWMC
TWMC – The Wealth Management Centre
Financial Planning Through Life’s Transitions
📍 Office 19 Cedar Creek Way, Quinte West, Ontario K0K 2C0
📱 Mobile (705) 220-2347
✉️ Email david@twmc.ca
🌐 Website www.twmc.ca
Book a Conversation
Your first conversation is an opportunity to discuss your questions, your goals, and where you are in life’s journey. There is no obligation and no expectation—just an opportunity to explore whether TWMC is the right fit for you.
Office Information
- Meetings are available by appointment.
- In-person and virtual meetings are available.
Connect Online
Follow TWMC for educational articles, planning insights, and updates from the Beacon Initiative.
Frequently Asked Questions
Do I need to prepare anything before we meet? Not at all. There’s nothing to prepare and nothing to bring. Our first conversation is simply about understanding your situation and what’s on your mind — we’ll ask the questions and guide the discussion from there.
Is there a fee for the first conversation? No. Your first conversation is complimentary, with no obligation and no expectation. It’s simply an opportunity to explore whether TWMC is the right fit for you.
Can meetings be held virtually? Yes. Meetings are available at your home, your workplace, or virtually — whichever works best for you.
What should I expect during our first meeting? Expect a conversation, not a sales pitch. We’ll spend the time listening — to your goals, your priorities, and the life transitions that matter most to you — and discussing the financial questions and planning considerations that may be relevant to your situation.
Looking Forward to Meeting You
Better financial decisions begin with listening. Whether you’re facing a significant life transition or simply wondering what your next step should be, we’d be honoured to begin that conversation with you.
“The lighthouse doesn’t stop the storms. It helps us find our way through them.”
We look forward to hearing your story—and helping you navigate whatever comes next.