A Partnership Built on Trust and Expertise
We believe the best financial outcomes are achieved when seasoned expertise is combined with a deep, personal understanding of the clients we serve. Meet the partners dedicated to your financial well-being.
Our Leadership Philosophy
Bircher Financial was founded on a simple principle: affluent Canadians deserve more than the transactional, product-focused service offered by traditional banks. They deserve a true partner. Our leadership team is united by this core belief and a shared, foundational commitment to acting as your dedicated financial steward.
Our Founder's Vision: A Partnership Built on Trust
Bonnie Bircher, CFP®
With twenty years of experience, Bonnie is an independent Certified Financial Planning professional specializing in guiding professionals and business owners. Truly committed to understanding her clients, Bonnie combines profound professionalism with a dose of charm and wit to deftly guide her clientele towards financial success.
Her journey began with a focus in finance and accounting, which led her to master the intricacies of insurance and estate planning. This deep, foundational knowledge inspired her to pursue a more holistic path, earning her CFP designation with honours to provide the comprehensive, integrated wealth management that defines Bircher Financial today.
Our Partner's Strategy: A Process Built for Clarity
Nicholas Baharally, BCom
Nicholas brings a disciplined, analytical approach to the firm, ensuring that our client-first vision is executed with precision. Holding a Bachelor of Commerce with a major in Finance from the University of Alberta, he is the architect of the evidence-based strategies that provide our clients with clarity and confidence.
Growing up in Stettler, Alberta, Nicholas developed a passion for helping others succeed through years of playing and coaching football. He brings that same dedication to his role at the firm, acting as a trusted coach who helps our clients navigate complexity and achieve their most important goals.
Our Fiduciary Standard: Your Interests First, Always.
As licensed fiduciaries, we are legally and ethically bound to place your interests above all else. This isn't just a policy; it is the guiding principle behind every piece of advice we provide. This structure is the non-negotiable foundation of our partnership with you, ensuring our recommendations are always unbiased and your success is always our primary focus.
Begin a Lasting Partnership
Experience the clarity and confidence that comes from working with a dedicated financial steward. Schedule your no-obligation meeting with our team today.
Schedule a Meeting