Providing financial advice and services from the heart of Niagara's Twenty Valley Region. 

Our Financial Services

At Twenty Valley Financial, our experienced advisors work closely with clients to provide tailored advice and ongoing support based on individual  circumstances.

Providing professional guidance on  investment portfolios tailored to individual  client needs and circumstances.

Offering life insurance and living  benefits solutions designed to provide  protection based on clients’ personal  situations.

Helping organizations offer retirement  plans and support to employees, aligned  with their workplace needs.

Providing group benefits  solutions to help organizations  support employees’ health,  wellness, and financial security.

Our Team

Meet the Twenty Valley Financial team, supporting investment and insurance services. 

Roger Whitfield, Twenty Valley Financial

Account Executive

AJ Whitfield, Twenty Valley Financial

Account Executive

Dana Whitfield, Twenty Valley Financial

Licensed Associate

Brenda Oosterhof, Twenty Valley Financial

Executive Assistant

  • Our approach is collaborative and client-focused. We begin by taking the time to understand each client’s situation, priorities, and concerns. Through ongoing communication, we provide advice aligned with their circumstances and adapt our support as their needs evolve.
    - Twenty Valley Financial Team

Get In Touch

Contact us today to ask a question or learn more about our services. 

Let's start planning for your financial future today.

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