Investment Management

Your investment plan is built to suit your specific financial goals, timeline and priorities. As Portfolio managers and IIROC* advisors we build investment plans utilizing all investment products offered at Canada’s other Banks and Investment Institutions to achieve your financial goals without taking unnecessary risk.

We fully manage your investments so you don’t have to.

We exercise discretionary authority, making investment decisions on your behalf to meet your goals and needs as the markets continually change.

SilverBirch Wealth Management has a fiduciary duty to act exclusively for your benefit. That means, we always put your best interests first - not commissions, not agendas.

On-Going Investment Support

As portfolio managers we oversee your portfolio regularly. Your portfolio is constantly monitored and evaluated to ensure that your best interests are taken care of at all times. With regular client reviews, your portfolio will always reflect your most recent life changes and desired goals.

Have a question?

If you’re not quite ready to schedule a consultation and have a question, please use the contact form to get in touch and we will get back to you promptly. We welcome your questions and look forward to speaking with you.

* The IIROC or Investment Industry Regulatory Organization of Canada or IIROC is a non-profit, national self-regulatory organization (SRO) that oversees all investment dealers and trading activity on debt and equity markets in Canada.

The organization is a public interest regulator with a mission to protect investors and support healthy Canadian capital markets. IIROC carries out its regulatory responsibilities by setting and enforcing rules regarding the proficiency, business, and financial conduct of dealer firms and their registered employees, and through setting and enforcing market integrity rules.