Welcome to the Birdsall Wealth Management Group

Choose our team for personalized guidance and information to achieve your financial goals. With over 30 years of experience in the financial industry, we bring the knowledge, skills, and training needed to create a personalized financial plan that perfectly aligns with your needs. 

What makes us stand out

Many advisors have a specialty from selling insurance to buying stock, and while we pride ourselves in the wide variety of services we offer, we specialize in providing the best possible service to our clients.

We believe that the most important component to providing good service is listening to you, really listening to you, so that we can understand exactly what you need and provide the right advice to you.

In other words, advice that is easy to understand and brings real value to your life and your dreams and goals.

As one of the few RIAC Certified Advisors in Manitoba, we offer stable and strong-performing Socially Responsible Investment options. With insights from National Bank Financial's Chief Economist and Strategist, Stéfane Marion, and Senior Economist Krishen Rangasamy—globally ranked top three for accuracy by Bloomberg—we provide award-winning advice in asset allocation. Rely on us to help you grow your capital, income, and community, staying ahead in ever-changing markets.

Our group also has very strong ties to the Manitoba community.  Being sponsors of United Way, Siloam Mission, Christmas Cheer Board, Habitat for Humanity, and the Children’s Wish Foundation.  We have also volunteered within the sports community.  We are committed to helping build a stronger community.

With over 30 years of proven excellence in the financial community, our dedicated and flexible team is committed to providing high-quality service. Benefit from our unique databases, specialized research, and a multi-lingual staff, ensuring personalized solutions for all your financial needs. Count on us to go the extra mile!

Client testimonials

"Over the years, Charlene has been very good to us with the sound advice she has given us - this has improved our lives - there is no doubt about that!"   

Bob M

"Keep up the good work!  I have watched my mom's (Germaine) portfolio steadily increase.  Always nice to receive a phone call from Charlene." 

Rick B

"I always feel at ease when making decisions with Char, concise, and she considers my time." 

Edward S.

"I am fully satisfied with the service I receive.  All transactions are explained in layman's terms which I understand." 

Bonnie C

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Contact us

Get contact information for our team members and find out where our offices are.