Planning
Your life. Your goals.
Your plan.
Retirement, financial, and estate planning built around your circumstances — not someone else's formula.
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Independent advice. Rural roots.
Clarity today.
Confidence tomorrow.
You've worked hard to build a life.
The decisions ahead deserve more than a one-size-fits-all answer.
Our homepage photo was taken by Clay on his family's farm, where his dad and grandparents still live.
01 / WHY BIRCH BAY
Exceptional financial expertise shouldn't require leaving home.
For too long, people in smaller communities have been told that the expertise they need exists somewhere else.
Birch Bay Wealth Management Inc. was forged from the belief that it shouldn't be that way. People should not have to fight traffic to access exceptional financial expertise.
The knowledge, experience, and credentials required to provide outstanding financial advice are right here — delivered by people you see at the grocery store, the fundraiser, and the rink.
Each of us were born, raised, and are raising (or raised) our families in a rural town. We all chose to live our lives in a place where community means you show up for each other - whether to celebrate, to grieve, or to get someone through a tough time. Not because it was a novel idea, but because it is who we are.
When you partner with Birch Bay, that is who you are getting.
02 / WHAT WE DO
One relationship.
Every piece connected.
Your life. Your goals.
Investments
Your money with
a purpose.
Investment strategies designed around your goals, your timeline, and the level of risk you are comfortable accepting.
Offered through Designed Securities Ltd.Explore Investments →Insurance
Protect what
matters most.
Personal and business insurance solutions built around what you have worked hard to create and the people who depend on you.
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