Our Services
Comprehensive financial solutions for every stage of life
At Birchtree Financial, we offer a comprehensive suite of Canadian financial planning and investment management services. Each service is designed to work independently or as part of a complete financial strategy tailored to your unique situation.
Retirement Planning
Create a comprehensive retirement strategy that ensures financial security and peace of mind during your golden years.
- Retirement income planning
- CPP and OAS optimization
- RRSP and TFSA management
- Withdrawal strategies
Investment Management
Expert portfolio management designed to grow and protect your wealth through disciplined investment strategies.
- Portfolio construction
- Asset allocation
- Risk management
- Performance monitoring
Insurance Strategies
Protect what matters most with customized insurance solutions tailored to your unique needs and circumstances.
- Life insurance planning
- Disability insurance
- Long-term care planning
- Policy review and optimization
Tax Optimization Strategies
Minimize your tax burden while maximizing financial efficiency through strategic tax planning and optimization.
- Tax-efficient investing
- RRSP and TFSA strategies
- Tax-loss harvesting
- Charitable giving strategies
Wealth Building & Advisory
Strategic advisory services to build, preserve, and transfer your wealth effectively across generations.
- Wealth accumulation strategies
- Business succession planning
- Multi-generational planning
- Philanthropic planning
Estate Planning Guidance
Ensure your wealth is transferred according to your wishes while minimizing taxes and preserving family harmony.
- Estate plan creation
- Trust strategies
- Beneficiary planning
- Legacy planning