To be a partner with our clients in the achievement of their dreams through innovation, education, and a comprehensive and ethical financial planning process
For over 20 years Bonnie Bircher and associates have guided clients through every aspect of their financial life. From investing and saving to retirement and estate planning, Bircher takes pride in offering the highest levels of service and ethics.
Founded in 1993 by Bonnie Bircher, Bircher Financial Group is a financial services company providing comprehensive insurance planning, estate and tax strategies, investment advice and financial planning for business owners and professionals. Our goal is to design financial strategies which will enable you to live for today and save for tomorrow.
Bircher Financial Group is independent of any Broker, Insurance or Mutual Fund Company and is member of the Financial Planner Standards Council, Independent Financial Brokers and Advocis.
We take pride in creating tailored solutions to achieve the financial goals of each individual client. Clients are guided through a process that begins with listening and understanding their priorities, lifestyle and legacy objectives. An assessment of current status and risk tolerance is completed and a precise view of the entire financial picture is drawn. Next, a comprehensive strategic plan is designed to achieve identified goals and objectives.
Bonnie is an independent Certified Financial Planning professional specializing in investment, insurance, and tax planning services for professionals and business owners. A combination of extensive knowledge, education and twenty years experience allows Bonnie to expertly guide her clients through all aspects of the financial planning process and wealth management.
Truly committed to understanding her clients and their specific needs, Bonnie adds a dose of charm and wit along with profound professionalism, as she deftly guides her clientele towards financial success
Educated at Simon Fraser University in finance and accounting, Bonnie then became a licensed insurance broker providing estate-planning services. After mastering the intricacies of insurance planning, segregated funds, wills and tax planning, she progressively moved into comprehensive financial planning.
Bonnie returned to school and graduated with honours from Mount Royal College in 1999 as a Certified Financial Planner, continuing her practice as Bircher Financial.
Jonathan Wahl Licensed Assistant
From his first job in the financial services sector as a summer student, Jonathan knew his career was headed in the right direction. A naturally detailed and process oriented person, Jonathan enjoyed the organizing of information and numbers and found financial planning to be highly interesting. The summer position turned into a full time job, and then he met Bonnie Bircher.
Impressed by Jonathan right away, Bonnie contacted Jon to help during tax season. They soon discovered there were significant synergies that allowed them to work well together. So naturally, Jonathan was brought into the Bircher Financial team.
That was four years ago and currently Jonathan is working towards becoming a Certified Financial Planner (CFP). If you can't find Jonathan in the office politely answering complex financial questions, you may be able to wrangle some advice if you can find him on the chair lift at Lake Louise.
Stephanie Dwyer Licensed Assistant
After graduating from Dalhousie University in Halifax with a BSc in computer science and mathematics, this Cape Bretoner found herself across the world working for a financial service company in Australia. It was a great adventure, and a terrific experience, but after several years Stephanie found it was time to come back to Canada.
Settling in Calgary, Stephanie continued her work in the financial services industry for five years until finding her way to Bircher Financial in 2011. Stephanie enjoys the Bircher clientele and atmosphere, thriving in a financial planning firm that can provide truly independent advice.
As a Certified Financial Planner (CFP) with over 10 years experience in the financial services industry, Stephanie excels at helping Bonnie craft complex and all-inclusive financial plans and wealth management strategies for Bircher Financial clients.