A complete list of active advisors currently associated with Birks Financial Corp.

Warmer can help you find a great advisor at Birks Financial Corp. or one who fits your needs even better.

Birks Financial Corp. advises individual and trust clients on retirement planning and investment management, offering written financial plans, ongoing retained planning, and assistance implementing investment policy statements. The firm also facilitates the preparation of estate-planning documents through a partnership with Wealth, Inc., with clients able to access that third‑party platform as part of the service offering. BFC’s investment process is long‑term oriented and begins with a thorough risk‑tolerance assessment and the establishment of an Investment Policy Statement; portfolios are generally constructed from model no‑load mutual fund allocations and are rebalanced per the IPS. Unlike most peer firms in this supported category, BFC manages client assets on a non‑discretionary basis and will recommend third‑party money managers when appropriate without receiving referral compensation. A few operational practices distinguish BFC from many peers: clients are required to use a specified qualified custodian and BFC does not aggregate (block) trades, which can affect execution differences across accounts. The firm’s marketing also incorporates client testimonials, an uncommon advertising practice among similar advisers, and the advisor pays for client access to the Wealth, Inc. estate‑planning platform.

To learn more about the advisors currently working at Birks Financial Corp., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.