Workplace retirement plans. Made better.

Knowledgeable, approachable and trustworthy advice for you and your employees.
Our Services
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Welcome to
TwinRock Financial

We love helping organizations get the most out of their workplace pension and retirement programs.

For the past two decades, we have been doing just that, creating and improving group retirement plans so they are easy to administer and highly valued by employees.

We design and manage workplace retirement plans that your employees will love.

for employers:

for employees:

We’ve got this covered for
you and your employees



We started TwinRock Financial based on the common belief that we can best serve our clients as an independent firm. We are experts in our field and we are 100% focused on doing what we do well.

As owners of the firm, we provide unrivaled service to you and to every member of your organization. And we always, always put our clients’ interests ahead of our own.


Tom has over 20 years of experience in financial services, and is passionate about helping people understand and get the most out of their money.
More about TOM
  • Tom is a Certified Financial Planner® Professional, Certified Employee Benefits Specialist and holds a Bachelor of Commerce degree from St. Mary’s University.
  • Catch him on a hike with friends or jog by Coquitlam River and you’ll likely hear him chatting about his family (particularly his wife and two daughters), baseball (Blue Jays), movies (especially anything released in 1999) and his backyard wildlife encounters.

Peter Graham

Peter is a pension consultant and financial educator who has spent the past two decades taking the intimidation and dryness out of workplace retirement plans.
More about peter
  • Peter is also a Certified Financial Planner® Professional, a Certified Employee Benefits Specialist and a Responsible Investment Specialist.
  • He holds a Bachelor of Commerce degree from Queen’s University and has completed the Sustainable Finance Course through the University of Cambridge. 
  • Peter and his family live in Vancouver and love being active near the ocean.

Industry Talks We’ve Given


“Are You Green Enough? Sustainable Investing in Your Retirement Plan” - Peter Graham

2021 ISCEBS Canadian Employer Outlook Virtual Conference

“Fundamentals of Group Retirement Plans”

Annual Education Day, British Columbia Chapter of ISCEBS2017, 2018, 2019, 2020
Advocis logo

“Leveraging Digital Advice in a Future-Ready Practice”

Advocis Continuing Education for chapters in Toronto, Edmonton, Winnipeg and BCMultiple dates 2022


5 star review
You guided our organization’s obligations under our pension plan for over a decade.  The Committee trusted and loved you, as did our staff who relied on you for guidance and education.

Retired COO

National Law Firm
5 star review
You were always prepared, responsive, patient with our many questions and trustworthy without any doubt. I always felt you put your clients first.

Retired COO

National Law Firm
5 star review
“You really have a gift in how you connect with people that was so valuable in educating members of our staff.”


Pension Committee
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