Our Process
At Birch Bay Wealth Management, our team begins with understanding your unique financial situation and goals. We comprehensively review your current assets, cash flow, and future needs.
Based on this, we craft a customized financial plan that includes investment strategies, insurance solutions, and estate planning. We continuously monitor and adjust your plan as life changes, ensuring you stay on track for a secure and flexible future. Partner with us for a personalized financial journey.
Our Services
We provide comprehensive financial planning services tailored to your unique needs, including financial planning, investing, estate planning, and insurance planning.
Clarity
Financial Planning
Our comprehensive financial planning evaluates your current cash flow and net worth, aligning them with your future goals like retirement or home ownership. We create a tailored roadmap that adapts as your life evolves, ensuring you stay on track to achieve your objectives. Benefit from a holistic approach to your financial future.
Growth
Investing
We craft investment portfolios based on your risk tolerance and financial needs. Utilizing Morningstar’s top fund analysis, we select optimal investment options tailored to your goals. Our focus is on maximizing returns while managing risk, ensuring that your investment strategy aligns with your long-term financial aspirations.
Protection
Insurance Planning
Our team assesses your financial risks and develops customized insurance solutions to protect your future. Our approach includes evaluating your current coverage and identifying gaps, ensuring comprehensive protection against unforeseen events. We provide tailored recommendations to secure your financial well-being and peace of mind.
Legacy
Estate Planning
Our estate planning services ensure your assets are managed according to your wishes. We review your will, explore tax-saving strategies, and assess the need for trusts. Our goal is to optimize your estate’s transfer, considering the impacts on you, your partner, and your heirs while minimizing taxes and complications.
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.
