Birdsall Wealth Management Group

Our expert team is here to meet your financial needs.

Personalized support

By choosing our team, you can count on us to be there to provide you with the guidance and information you need to reach your financial goals. We have the knowledge, skill, and training to develop a personal financial plan that perfectly matches you and with more than 30 years experience in the financial industry, we are ready and excited for what the future brings.

Discover our company

Our services

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.

Our purpose

Our objectives

As your partner in financial success, we're here to support you with all your investment goals. You can count on our help to make your money work for you.

Our values

We're committed to honesty, integrity and excellence. Our comprehensive financial planning service and personalized solutions will provide you with peace of mind. 

What makes us stand out

Because our team is very flexible, available, and dedicated to high quality service, you can count on us to go the extra mile to ensure you're on the right track.  With our unique database and specialized research, our experienced, cross trained, and multi-lingual team, and our award winning team of economists, lawyers, accountant, and other support staff, we are able to provide you with unparalleled, holistic services. 

You can count on us for all of your financial needs! We've been going strong, with an excellent reputation in the financial community for over 30 years!

We offer the most Socially Responsible Investment options in Manitoba, being one of the few RIAC Certified Advisors in the province.  These investments are some of the most stable, and strongest performing products on the market, offering the perfect blend for investors looking to grow their capital, their income, and their community!

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.

We use research from National Bank Financial's Chief Economist and Strategist, Stéfane Marion, and Senior Economist Krishen Rangasamy, both of which were ranked in the top three globally for accuracy by Bloomberg.  Our economist team also ranked 1st among Canadian banks for their currency forecasting.  Their research, combined with our experience allows us to provide award winning advice in allocating assets between fixed income, equities, and alternative investments.  You can count on us to keep you on top, even when markets are constantly changing.

A family toasting around a table in a courtyard.
Recognition badge picto

Honours and distinctions 

Our advice, support and dedication are greatly appreciated by all of our clients.

Indeed, you can always count on:

  • our commitment to you and the achievement of your goals
  • our innovative approach, whatever the service
  • our integrity
  • our professionalism
  • transparency regarding our remuneration

Latest News

Raod to early retirement

February 12 2021

RRSP or TFSA the best for your familiy

February 12 2021

The best pratice for Start-ups

February 12 2021

Contact us

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

 

Email picto