Frequently Asked Questions

Answers to common questions about our services and processes

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We're here to help. If you don't see the answer to your question here, please don't hesitate to reach out. Our team is always available to discuss your specific situation and answer any questions you may have.

Frequently Asked Questions

What services does Birchtree Financial provide?

How do you charge for your services?

What is a fiduciary, and why does it matter?

Do I need a minimum amount of assets to work with Birchtree Financial?

How often will I meet with my financial advisor?

What is your investment philosophy?

Can you help me with my employer's Group RRSP or other retirement accounts?

Do you work with other professionals like accountants and attorneys?

What makes Birchtree Financial different from other advisors?

How do I get started?

Are you registered with any regulatory bodies?

What should I bring to my first meeting?

Do you provide tax advice?

What happens to my accounts if something happens to my advisor?

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