What's the point?
Tell us a bit about your situation. We'll tell you honestly whether we think we can help. No pressure, no pitch deck.
If there's a fit, we'll say so. If there isn't, we'll say that too.
Get in touch
Birchpoint Family Wealth
Toronto, Canada
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Who we typically work with.
Our clients are usually entrepreneurs, business owners, or families with $2M or more in investable assets who've reached a point where DIY or a generalist advisor isn't the right fit anymore. If that's you, we'd like to talk.
Every first conversation is with a founder.