Secure Your Financial Future
Explore full-service financial planning with Birch Bay Wealth Management. Our tailored services ensure you’re prepared for retirement and beyond.
We provide personalized financial advice, from investments to estate planning, to help you achieve your goals. Start your journey to peace of mind today.
Welcome to
Birch Bay Wealth Management
Discover our comprehensive financial services designed to secure your future. From personalized retirement planning and tailored investment strategies to thorough insurance and estate planning, we offer expert solutions to help you achieve your financial goals.
Clarity
Financial Planning
Create a clear roadmap for your financial future with our complete financial planning services. We assess your current situation and help you set and achieve your retirement and life goals.
Growth
Investing
Optimize your portfolio with expert investment strategies. We select top investment options based on your risk tolerance and goals, ensuring your money works efficiently toward your financial objectives.
*Mutual funds offered through Designed Securities Ltd.
Protection
Insurance Planning
Protect your financial future with tailored insurance solutions. We analyze your risks and needs to recommend appropriate coverage, safeguarding your assets and providing peace of mind.
Legacy
Estate Planning
Ensure your estate is managed according to your wishes. We review your will, minimize tax impacts, and plan for family trusts, guiding you through all aspects of estate management to protect your legacy.
Customized Strategies
Invest with Expert Guidance
Choose Birch Bay Wealth Management for personalized, client-first financial planning. Our boutique approach ensures tailored solutions, expert guidance, and dedicated support, helping you secure a flexible and worry-free financial future.
How We Work
At Birch Bay Wealth Management, we prioritize personalized service and strong client relationships. Our approach involves creating tailored financial plans, offering expert investment advice, and ensuring comprehensive estate and insurance planning. We adapt our strategies to meet your evolving needs.
Our Philosophy
Building Your Financial Roadmap with Care
At Birch Bay Wealth Management, we believe in a client-first approach, offering personalized financial strategies tailored to each individual’s unique needs. Our commitment is to build lasting relationships by providing honest, knowledgeable advice and creating customized plans that adapt as your life changes. We prioritize your goals and peace of mind, ensuring you have the financial resources and support you need. Your future is our focus, and we’re here to guide you every step of the way.
Get in touch
Carnduff Branch
(306) 482-3170
Fax : (306) 482-3279
hello@birchbaywealth.com
206 Broadway St Carnduff, Saskatchewan S0C0S0
Mon - Thu: 9AM - 4:30PM
Sundre Branch
(306) 482-3170
Fax : (306) 482-3279
hello@birchbaywealth.com
206 Broadway St Carnduff, Saskatchewan S0C0S0
Mon - Thu: 9AM - 4:30PM
Disclaimer:
Karen Shaw is a representative of Designed Securities Ltd., and is also licensed for the sale of insurance andmortgage products. Karen Shaw is registered through separate organizations for each purpose and as such, you may be dealing with more than one entity depending on the services and products discussed. The name of the entity being represented should correspond to the business being conducted. Birch Bay Wealth Management Inc and Karen Shaw of Designed Securities Ltd. are separate legal entities.
Designed Securities Ltd. is regulated by the Canadian Investment Regulatory Organization (Canadian Investment Regulatory Organization (ciro.ca) and is a Member of the Canadian Investor Protection Fund (www.cipf.ca).
Investment products are provided by Designed Securities Ltd. and include, but are not limited to, mutual funds,stocks, and bonds. Karen Shaw is registered to provide advice and solutions to clients residing in the province of Alberta, Saskatchewan, Manitoba.
Any advice which may be given in respect of non-securities services is given by Karen Shaw solely and no such advice is given in their capacity as a registrant of Designed Securities Ltd. Canadian Investor Protection Fund (CIPF) coverage is available to CIRO Dealer Members and does not offer protection, within limits, on non-securities products not held by a Member. Non-securities related business includes, without limitation, fee-based financial planning services; estate and tax planning; tax return preparation services; advising in or selling any type of insurance product; any type of mortgage service.
Accordingly, Designed Securities Ltd. is not providing and does not supervise any of the above noted activities and you should not rely on Designed Securities Ltd. for any review of any non-securities services provided by Karen Shaw and Birch Bay Wealth Management Inc.
No information on this website shall be deemed as investment advice or a recommendation. The informationprovided may be gathered from sources believed to be accurate.
This website is for informational and reference purposes only and is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. Please consult the appropriate professional depending on your particular circumstances.
This website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation.
The opinions expressed are those of the author and do not necessarily reflect those of Designed Securities Ltd.
The information contained on this website is subject to change without notice. Information has been gathered from sources believed to be reliable. Content is accurate as of the date of publication, and subject to change without notice.
By accessing links to external websites, you will be leaving this website, and Birch Bay Wealth Management Inc and Karen Shaw of Designed Securities Ltd. are not responsible for the information contained on theseexternal websites. Content may not be reproduced or distributed without the consent of Karen Shaw.
