Mission Statement
To be a partner with our clients in the achievement of their dreams through innovation, education, and a comprehensive and ethical financial planning process
Company Profile
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.
Our Process
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.
Our Team
Bonnie Bircher
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.
Nicholas Baharally Investment Advisor
Nicholas has been a part of Bircher Financial for 5 years, and has grown into an integral part of our team. Working alongside Bonnie these past years has helped Nicholas to develop into a true professional in the industry.
Growing up in Stettler, Alberta, Nicholas developed a love for sports. He played many years of football, eventually transitioning into a coaching role, where he found a passion for helping others grow and succeed. Nicholas also loves taking every opportunity he can to travel abroad, to learn about and experience new cultures.
Having graduated from the University of Alberta in 2019 with a Bachelor of Commerce Degree majoring in Finance, Nicholas has a very bright future ahead of him as he continues to grow in his role as an advisor at Bircher Financial.
