See what individuals have to say about us:
Just over a year ago we reviewed our retirement plan / investments and felt that our investments were under-performing. Ivo was recommended by a friend of ours and since utilizing Ivo’s services we haven’t looked back. We have made more money in 1 year than we made in several years with our previous advisor. Ivo is always readily available to answer even the most obvious questions and is a pleasure to deal with. Thanks Ivo
Mike & Leona O, Mission BC
For the past three years my wife and I have had the majority of our retirement investments managed by Ivo. We have had excellent returns and are very satisfied with the performance of the investments offered thru TwinView Financial. Ivo is very professional and knowledgeable, he is always available to answer questions. I would very much recommend him to family and friends.
Mike & Geraldine W, Winfield BC
We were referred to and met with Ivo Damme at Triview Capital LTD. Ivo put together a plan that suited our ambitions, as we are entering retirement. The program of Mutual Fund investments and hold for the long term had never worked for us. Ivo has taken us in a direction that is outside the box of traditional investment strategies and leaves us feeling that we are more in control or our money and the expenses we have been paying to manage it. Ivo has proven to be an expert in his field. We feel that his strategy is to take care of his clients needs first and his well being will follow. Works for us, and gives us confidence in going forward. Looking forward to the coming years. Thanks Ivo
T.S. and D.S. , Oyama BC
We are an early retirement couple, living in Canada since 5 years and in West Kelowna since August 2014. Retiring early forced us to review our investment strategies which were heavily tailored to the international stock markets with the corresponding roller coaster effects. new to Canada, we started working with the big banks, which were essentially following the same investment pattern as before combined with a pretty steep fee structure.
Moving to Kelowna, our priority was clearly focused on capital preservation with sustainable returns. We were introduced to Ivo damme and after reviewing his portfolio of investment options we decided that this PF supported our goal best. We are now invested via a private wealth company out of Toronto, introduced by Ivo, managing a balanced portfolio of stocks, real estate, corporate bonds, private debts producing healthy returns and only modest corrections when the markets are turning south. Taking a huge risk of the table, which one can take as long as it is supported by a healthy income.
Ivo’s strength is in the portfolio of private equity, offering a careful selected variety of investment opportunities such as farmland, retirement homes, private debt, real estate, student housing and a few others; where you decide what fits best for your needs in view of monthly or quarterly income providing investments or returns upon completion of the project. The returns come in like clock work and many are tax optimized. We are now in a position where we can enjoy our early retirement, supported by a sound investment strategy, providing us with short as well as long term returns and being less subject to the volatility of the international stock market. Ivo is instrumental in setting up your portfolio based upon your circumstances and individual needs.
MZS & SZS, West kelowna BC
The experience my wife and I have shared, specifically over the last five years in our retirement funds have been disappointing and alarming. We had a confidence in our Mutual Fund direction for many years, but that trust and confidence has been eroded. We determined that we could secure better returns with less cost, if we were prepared to investigate options in the marketplace and take responsibility for conducting our own due diligence. We came upon Ivo Damme and Twinview Financial. They have provided the solutions we were looking for in both growth and income strategies. As might be expected, our first area of deliberation was in the character of the Principal we would be relying on for counsel and strategy. Ivo, in our initial period of discovery, has proven to be the combination of integrity, knowledge and good judgement that we sought. The market as defined by “Exempt Securities” was not an area we had any knowledge. We therefore went through the learning curve to get familiar with what this would offer as an alternative and become comfortable with this new strategy. Ivo, has been consistent in understating the opportunities and returns, as well as insisting on broad diversification, in industries, companies and geography. Now, after many months, we are invested in both income and growth strategies with strong returns being generated monthly in our retirement accounts. We monitor regularly the activity in our growth portfolio and continue to have comfort in the decisions we have taken. With the EU crisis and the continuing struggle in the US, we are in a place of comfort, knowing that we are in one of the few areas on the globe where security of investments is possible. We have found it and sleep well.
Greg and Gail R. , Kelowna
My wife and I, both professionally employed in the Health Care industry, approached Ivo for advice on Life Insurance. He provided us with multiple choices and helped us in a timely and efficient manner choose the option that best suited our family’s needs. In addition he provided investment advice regarding RRSPs, TFSAs and RESPs that we have never received from our traditional bank. We highly recommend any one looking for advice “outside the box” to contact Ivo and set up a meeting.
Cory and Shanna G. , West Kelowna
As an investor most of the times when you invest in a company you never know if you’re going to make the right decision. This feeling will probably last till the time you’ll get your money back. So before you put money into a company you do your own research. If you’re not a “professional” investor you’ll feel limited in your resources. By dealing with Ivo from Twin View Financial you will find out after a while that he does his due diligence, is reliable, which means you’ll always get an answer on your questions within a reasonable time and he does what he says (this is very important when you do business nowadays). He is also honest and won’t try to sell you something that won’t fit you. Sometimes you’ll find him persistent but in that case he knows what is best for you without you knowing it yet. For a novice as well as a professional investor there are so many interesting options to invest in, that it is certainly worthwhile to talk to Ivo.
Renske and Peter K. , Cherryville
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