Our Story

SilverBirch Wealth Management was founded in 2010 by Jeffrey Chisholm. Our vision was to build a wealth management team to provide unbiased advice to clients and to help them achieve the things that matter to them most, and to ultimately live fuller, richer lives. In 2018, the company welcomed a like-minded new partner, Vanessa Benedict, reinforcing our ability to deliver our shared vision of client-focused service.

Dedicated to keeping our client’s needs at the forefront of the holistic service we provide, we built an organization that:

  • Offers deep expertise to address the diverse financial issues and decisions high-net-worth clients face.

  • Provides personalized and comprehensive wealth management strategies and solutions that align with our client’s values and goals.

  • Empowers our clients to gain an understanding of their financial life and the investment process so they can make astute, educated decisions.

  • Delivers an exceptional experience that includes genuine client care and an unwavering commitment to always act in our client’s best interest.

Over the years, we’ve built a loyal base of high-net-worth clients and we are proud of our reputation for helping hundreds of families achieve their financial dreams. Through the twists and turns of a rapidly changing world, our growing team stands steadfastly united behind our vision as we continue managing our client’s wealth as reliably as if it were our own.

 
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Why we chose the name SilverBirch

Used by the Indigenous people of North America as the center pole in yurts and tee pees, the Birch tree is symbolic of new beginnings, of gathering, sheltering and all other representations of home.

In Celtic cultures the Birch tree symbolises growth, renewal, stability, initiation and adaptability, with it’s ability to sustain harsh conditions with casual indifference.

As a Chinese symbol, the Birch tree is honoured for its attributes of rejuvenation, communication and protection.

Ancient Siberians hailed it as sacred, calling it the ladder that spans the gap between heaven and earth.

Growth, family, stability, adaptability, communication, protection and the link to our biggest dreams and highest aspirations - welcome to SilverBirch Wealth Management.