Growing Your Wealth
through all of life’s milestones

How can we help protect and grow your wealth?

We make sure that the things that matter to you most are taken care of - your family, your business and your financial goals.

We understand that each financial decision impacts the life you're building and there is no place for undue risk. We work closely with our clients to provide personalized financial services, support, and guidance to protect, invest, and grow their wealth at every stage of life.

These are the types of people we serve:

What We Do

We're your trusted financial ally, dedicated to making your financial goals our priority. Our fiduciary duty means we act solely in your best interest, cutting out conflicts and keeping your needs at the heart of our services. We don't just manage your assets - we provide the tools and knowledge you need to understand the fundamentals of investing and navigate the financial markets confidently.

We're your dedicated team navigating the financial landscape with you, for you. We take pride in our rich history and proven track record, transforming complex financial challenges into straightforward, manageable plans.

Our guiding lights? The preservation of your capital, a commitment to meaningful income generation, and striving for a reasonable growth rate that serves you across your lifetime.

You'll find us at the intersection of expertise and empathy, where every financial decision is made with an unwavering focus on your specific needs and goals. We're here to protect your today and plan your tomorrow. Your wealth journey is ours, too, and we'll walk every step with you.

Our Exclusive Client Advantage Programs

As a SilverBirch Wealth Management client, you're part of our family. And families look out for each other. That's why we've developed these exclusive client programs, to support your loved ones – your children, parents, and close friends – to nurture their own wealth. We've simplified their pathway to financial growth, making it easier than ever for them to begin their own wealth management journey. Welcome them to the SilverBirch family, where together, we prosper. You're already in the room, now let's invite them in too.

• The Next Generation Program: We're not just invested in you, but your children's financial future too. With no minimum investment, we'll help your kids aged 18 and up kick-start their wealth-building journey. We're committed to nurturing the next generation of financially savvy individuals. Learn more

• The Golden Years Program: We extend our tailored financial services to your elderly parents, offering secure and low-risk investment strategies that ensure their comfort and stability during their golden years. No minimum investment is required - their peace of mind is our priority. Learn more

• The Inner Circle Program: Financial prosperity is better when shared, and that's why we offer our strategic financial planning and wealth management expertise to your friends and family who have a minimum of $250,000. Let's work together to help them protect, invest, and grow their wealth. Learn more

Arrange a consultation

We are committed to helping you protect, invest, and grow your wealth through all of life’s milestones.

Reach out to our team to find out more about how we can help you.

Our relationship step-by-step

1. Getting to know you
   A short phone call and complimentary introductory consultation with a qualified financial adviser to get to know you and your financial position.

2. How can we help?
   We explore your needs and design a customized strategy with transparent fees.

3. Sharing solutions and advice
   Upon becoming a client, we will begin a closer examination of your financial situation and provide a detailed investment strategy based on complete market research and financial modelling.

4. Working with you long-term
   Once your investment strategy has been implemented, we provide ongoing support and guidance, portfolio reviews, valuations, financial plans and service assessments regularly to ensure that your wealth is secure.

Toronto

 The Exchange Tower
130 King Street West, Suite 3200
Toronto, Ontario
M5X 1J9, Canada
 Get Directions
 (416) 869-8790

Oshawa

 575 Thornton Rd. N
Oshawa, Ontario
L1J 8L5, Canada
 Get Directions
 (905) 433-0239