About Us
Birch Bay Wealth Management »With a focus on building strong, lasting relationships, we provide tailored solutions to help you achieve your goals and secure your financial future.
What We Do & How We Got Here
The name honours Saskatchewan’s provincial tree and her heritage, symbolizing growth and strength. With a focus on building trust and delivering honest, knowledgeable advice, Karen and her team are dedicated to guiding you through every stage of your financial journey.
Mission & Vision
Every financial journey deserves personalized care. Our aim is to provide peace of mind through expert, tailored financial planning.
Mission
Our mission at Birch Bay Wealth Management is to offer peace of mind through comprehensive financial planning. We provide honest, timely advice to help you navigate life’s changes and achieve your goals.
With a client-first approach, we ensure all aspects of your financial future are seamlessly integrated and tailored to your needs.
Vision
We envision being your trusted partner in financial planning, offering customized solutions that adapt to life’s changes. We strive to empower clients with clarity and confidence, ensuring a secure financial future through personal relationships and expert guidance.
Values
Our values of trust, honesty, knowledge, and service drive us to offer personalized, respectful, and expert financial guidance.
Meet Our Team
Here is our dedicated team at Birch Bay Wealth Management, where personalized financial planning meets expert guidance and genuine client care.
Karen Shaw TEP, CFP®, CIWM
Owner & Financial Advisor
Karen Shaw is the owner and a financial advisor at Birch Bay Wealth Management Inc with over 15 years of experience. The banking industry is in her family roots, making family reunions especially fun for the in-laws.
Born in Alberta, Karen now lives in Carnduff, SK with her husband Ken. Her family is rounded out with 2 sons and their wives, and 4 bonus children. She loves them all, but the ones that have provided her with her 3 grandchildren may be slightly more favoured.
Karen has been able to mix her passion for helping people and solving real life puzzles with her career. Having worked at both a bank and a credit union, she felt that two specific demographics were often in need of the most tailored advice but instead were left with generic, rule-of-thumb type advice. The first were pre-retirees/retirees trying to find the best way to unwind their lifetime of saving tax-efficiently and safely, the second were those with competing priorities that often come with blended families. This drove her go on her own to provide the tailored, full-service advice for those that want it. Keeping up on solutions is extremely important to Karen, as shown by the three designations she has earned – Certified Financial Planner, Trust and Estate Practitioner, and Certified International Wealth Manager.
With small-town roots and big-city expertise, Karen provides personalized, client-centric financial and investment guidance. She enjoys both water activities like kayaking, paddleboarding and fishing, as well as land activities like hiking and cross-country skiing. With limited success, she also attempts to make her Boston Terrier, Bella, enjoy these too.
Kayla Caldwell
Executive Assistant
Kayla Caldwell keeps the firm on track as the Executive Assistant. She is currently taking courses and plans to become an advisor in the near future. Born and raised in Sundre, Kayla has two boys and a background in agriculture, having earned an Agricultural Management diploma from Olds College with a focus on the beef industry. Though she shifted into finance, her passion for helping farmers remains strong.
An active member of the rodeo and Bulls & Wagons committees, Kayla understands the unique demands of farming life. She offers flexible, personalized financial services that fit farmers’ schedules, whether during calving, seeding, or harvesting. Growing up in a small town, Kayla values face-to-face connections and believes in building strong, personal relationships with her clients.
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.
