Birch Tree Financial

At Birchtree Financial Inc., we believe that financial planning is not just about managing money, but about helping our clients achieve their life goals. Our founder, Art Birch, has been in the financial industry for almost 30 years, and has dedicated his career to helping individuals, families, and small business owners create a secure financial future. With a passion for helping others, Art took the leap to start his own financial services firm, allowing him to offer a broader range of products and services to his clients.

Prior to entering the financial industry, Art was a small business owner in the Didsbury area for 10 years, giving him a unique understanding of the challenges and opportunities that come with entrepreneurship. When he's not meeting with clients, Art spends time with his family and attends his grandchildren's activities, enjoying the travel and adventure that comes with it. He's also an avid motorcyclist, often touring the United States and Canada.

Our Services

At Birchtree Financial Inc., we offer a comprehensive range of services designed to help our clients achieve their financial goals. Our investment and asset management services include goal setting and required rate of return analysis, asset allocation based on personal goals and objectives, ensuring investment selection is in line with goals and risk tolerance, and tax efficiency of investments. We also provide fee analysis, continuous monitoring, and goal checks to ensure our clients' investments are on track.

In addition to investment and asset management, we offer estate planning services, including legacy planning, inheritance, intergenerational transfers, estate bonds, gifting to children, trusts, and charitable donations. Please note that some estate planning strategies may require the involvement of a legal professional.

We also specialize in retirement planning, including retirement income projection and analysis, pension analysis, TFSA or RSP planning, goal setting, CPP and OAS analysis, and tax minimization strategies. Our goal is to help our clients create a secure and sustainable income stream in retirement.

Our Approach

At Birchtree Financial Inc., we take a personalized approach to financial planning. We believe that every client is unique, with their own goals, objectives, and risk tolerance. Our team takes the time to get to know each client, understanding their financial situation, goals, and aspirations. We then work closely with our clients to create a customized financial plan that aligns with their values and objectives.

We are committed to providing our clients with the highest level of service, expertise, and guidance. Our team is dedicated to staying up-to-date on the latest financial trends, products, and strategies, ensuring our clients receive the best possible advice and guidance.

Why Choose Birchtree Financial Inc.?

At Birchtree Financial Inc., we are passionate about helping our clients achieve their financial goals. We believe that financial planning is not just about managing money, but about helping our clients live the life they want. Our team is dedicated to providing personalized service, expert guidance, and a comprehensive range of services designed to help our clients achieve financial security and peace of mind.