Birdsall Wealth Management Group

Financial Services

Winnipeg, Manitoba 74 followers

As your partner in financial success, we're here to support you with all your investment goals.

About us

At Birdsall Wealth Management, we believe that the most important component to providing excellent service is listening to you. We pride ourselves on the vast array of products and services we offer that enable us to deliver premium advice with integrity to clients. As your trusted financial partner, we take the time to understand exactly what your goals are and what you value. We provide customized advice that goes to work for you. "The opinions, endorsements, and recommendations expressed in my profile do not necessarily reflect those of National Bank Financial. This site and electronic communications will be monitored by National Bank Financial for compliance purposes."

Website: https://www.nbfwm.ca/advisor/birdsall-wealth-management-group.html
External link for Birdsall Wealth Management Group
Industry: Financial Services
Company size: 2-10 employees
Headquarters: Winnipeg, Manitoba
Type: Public Company

Locations

Primary

400 St. Mary Avenue

Suite 1000

Winnipeg, Manitoba R3C 4K5, CA

Get directions

Updates

Birdsall Wealth Management Group

74 followers
10mo
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Great lunch during International Women’s Week.!
Logan Keith

AVP, Institutional & National Accounts at National Bank Investments
10mo

Kicking off International Women’s Week with an appreciation lunch (and post) with some of our top female advisors and associates in the Prairies region. Thank you for your ongoing support and for all the work you do in representing women in the financial services industry! #internationalwomensday2024 #iwd2024 #womeninfinance #wealthmanagement Jennifer Schafer Cynthia McGill Laura Thompson, CFP Charlene Birdsall, CPA, CMA, CIM, RIAC, CFP Chantelle Nault, CFP® Gao (Alice) Yufei Spencer Gale-Reimer Kendra Gow Rica Guenther
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Birdsall Wealth Management Group

74 followers
11mo
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The notorious credit score… - It assesses whether you can repay your debts and pay your bills on time - The most important components that make up the score is payment habits (35%) and credit use (30%) - It changes depending on how you manage our credit #wealth #investing #finance #invest #investinyourself #wealthmanagement #bwmg #nbc #education #estateplanning #financialplanning #taxplanning #financialgoals #retirementplanning
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Birdsall Wealth Management Group

74 followers
11mo
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53% of Canadians have experienced financial difficulties here are 3 tips to keep in mind in this situation: 1. Prepare a budget (knowing your income and expenses is the foundation of healthy finances) 2. Pay by cash or debit: People are less likely to overspend when they don't use their credit card 3. Steer clear of debt: Avoid impulse buying, spend within your means and make your payments #wealth #investing #finance #invest #investinyourself #wealthmanagement #bwmg #nbc #education #estateplanning #financialplanning #taxplanning #financialgoals #retirementplanning
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Birdsall Wealth Management Group

74 followers
11mo
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Watch For this Wednesday: Today January 24 the Bank of Canada is announcing the setting for the overnight rate target as well as a press release explaining the factors behind the decision, so keep your eye open! #wealth #investing #finance #invest #investinyourself #wealthmanagement #bwmg #nbc #education #estateplanning #financialplanning #taxplanning #financialgoals #retirementplanning
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Birdsall Wealth Management Group

74 followers
12mo
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While recessions are usually short, they can lead to higher unemployment, therefore, you should have a 3-to-6 month contingency fund in case you lose your job. #wealth #investing #finance #invest #investinyourself #wealthmanagement #bwmg #nbc #education #estateplanning #financialplanning #taxplanning #financialgoals #retirementplanning

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Birdsall Wealth Management Group

74 followers
12mo
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Recession is when an economic downturn lasts at least 6 months and typically they reduce inflation. Learn more about how to best prepare for these difficult times #wealth #investing #finance #invest #investinyourself #wealthmanagement #bwmg #nbc #education #estateplanning #financialplanning #taxplanning #financialgoals #retirementplanning
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Birdsall Wealth Management Group

Financial Services

Winnipeg, Manitoba 74 followers

As your partner in financial success, we're here to support you with all your investment goals.

About us

Locations

Updates

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