Olds, Alberta
Financial Advisor in Olds, Alberta
Family-run, client-first financial advice for Olds and central Alberta — and Canadians wherever you call home.
Birchtree Financial is a family-run, LLQP-licensed financial advisory firm based at 4914 50 Ave in Olds, Alberta. For over 30 years we've helped individuals, families, and business owners across central Alberta and Canada plan for retirement, invest with confidence, protect what matters, and pass on a legacy — all starting with a complimentary consultation.
How We Help
Financial Services for Olds & Central Alberta
Retirement Planning
RRSP, CPP and OAS timing, and tax-smart withdrawal strategies for a confident retirement.
Learn moreInvestment Management
Disciplined, evidence-based portfolios built to grow and protect your wealth.
Learn moreInsurance Strategies
Life, disability, critical illness, and long-term care coverage tailored to your needs.
Learn moreTax Optimization Strategies
TFSA/RRSP optimization and year-round, tax-efficient planning to keep more of what you earn.
Learn moreWealth Building & Advisory
Strategic advice to build, preserve, and transfer wealth across generations.
Learn moreEstate Planning Guidance
Wills, trusts, beneficiary and legacy planning that minimizes taxes and probate.
Learn moreWhere We Serve
Proudly serving central Alberta
Our home is Olds, but our clients are spread across the region. We regularly work with families and business owners in:
- Olds, AB
- Didsbury, AB
- Sundre, AB
- Carstairs, AB
- Bowden, AB
- Innisfail, AB
- Red Deer, AB
Not in central Alberta? We also work with Canadians across the country by phone and Zoom.
Rooted in the Community
Giving back where we live
For over a decade, Birchtree Financial has supported local organizations that share our values of growth, safety, and opportunity in Olds and area:
- Olds Grizzlys
- 4-H Canada
- BGC Olds & Area
- Mountain View Emergency Shelter Society (MVESS)
Client Stories
Trusted by central Alberta families and business owners
We'd been putting off retirement planning for years—honestly, it felt too complicated. Melissa sat down with us, walked us through everything in plain English, and now we actually feel excited about retiring next year instead of scared.
Running a ranch doesn't leave a lot of time to think about RRSPs and tax strategy. The Birchtree team took that off my plate completely. They set everything up, check in regularly, and I trust them like family at this point.
I switched to Birchtree after my old advisor kept pushing products I didn't need. Here, it actually feels like they're working for me. They helped me set up a group plan for my employees too, which was a game-changer.
Questions, Answered
Financial advisor in Olds — FAQ
- Where is Birchtree Financial located?
- Our office is at 4914 50 Ave in downtown Olds, Alberta (T4H 1P5). We're open Monday to Friday, 9:00am–5:00pm Mountain Time, and you can reach us at (403) 556-7777 or melissa.birch@birchtreefinancial.ca.
- Do you work with clients outside of Olds?
- Yes. We serve individuals, families, and business owners across central Alberta — including Didsbury, Sundre, Carstairs, Bowden, Innisfail, and Red Deer — as well as clients across Canada. Meetings can be held in person at our Olds office, by phone, or over Zoom.
- Is the first consultation really free?
- Yes. Your initial consultation is complimentary and comes with no obligation. We'll discuss your goals, answer your questions, and help you decide whether we're the right fit — and you'll get value from that first conversation either way.
- What kind of financial advisor is Birchtree Financial?
- We're a family-run, registered financial advisory firm in Canada with over 30 years of experience. Our advisors hold the Life License Qualification Program (LLQP) license and we help clients with retirement, investment, insurance, tax, wealth, and estate planning — always with a client-first approach.
- How do I book an appointment?
- Call us at (403) 556-7777, email melissa.birch@birchtreefinancial.ca, or book online at cal.com/birchtreefinancial. You can also use the contact page on this website to send us a message.
Ready to talk to a local advisor?
Book a complimentary, no-obligation consultation at our Olds office, by phone, or over Zoom.