Client Portal
Invest with TWM Group
Invest with TWM Group
Client Portal
Invest with TWM Group
Invest with TWM Group

Debbie Beaupré-Odorico

F. Pl, CLU, TEP

Director of Financial and Estate Planning

TWM Wealth Planning

Debbie joined TWM Wealth Planning, bringing years of experience in senior roles in advanced financial planning for high-net-worth families. She holds a Bachelor of Economics from Concordia University and the Financial Planner (F. Pl) designation from the Institut québécois de planification financière (IQPF). She is an active member of the Society of Trust and Estate Practitioners (STEP) and The Financial Advisors Association of Canada (Advocis), two highly recognized institutes in estate planning.

At TWM Wealth Planning, her focus is:

  • Creating tailored financial plans that support all stages of life: retirement, estate plans, family legacy and business succession.
  • Coordinating the implementation of the financial plan with the client’s tax advisors to ensure clarity and cohesion.
  • Implementing strategic life insurance solutions when appropriate, when they offer tax advantages, estate liquidity, or benefit intergenerational wealth transfer.
  • Identifies opportunities for tax-efficient strategies to preserve wealth and reduce unnecessary liabilities across both personal and corporate structures.

Through her deep knowledge and her sharp thinking, Debbie brings a clear roadmap, tax savings and peace of mind to our clients.

Feel free to reach out to Debbie.

*Please note that TWM Group does not provide investment advice nor do we solicit or share personal information through public forums or platforms such as social media. Please communicate with us only through official channels like email, the client portal or your portfolio manager.

Financial planning, estate planning, and insurance products and services are offered through TWM Wealth Services Inc., an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.

Providing peace of mind by simplifying the wealth management experience

Invest with TWM Group

Our clients and their families typically have a net worth of $2M or more. If you have an amount under the minimum, we still invite you to get in touch with us to discuss your options.

*Please note that TWM Group does not provide investment advice nor do we solicit or share personal information through public forums or platforms such as social media. Please communicate with us only through official channels like email, the client portal or your portfolio manager.

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