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Kevin Birch, Financial Advisor, <br class="block md:hidden">Financial Planner

Financial Advisor,
Financial Planner
Kevin Birch

CFP®, CEPA®
447 Niagara Street, Unit 4, Welland, ON L3C 1L6opens in a new window
CallSend Me a Message

Focus Areas

  • Business owner considerations
  • Retirement income strategies
  • Retirement savings strategies
  • Wealth strategies
  • Intergenerational planning
  • Estate and legacy strategies

About Kevin

For more than 30 years, I’ve dedicated my career to helping individuals, families, and
business owners turn their aspirations into reality through personalized, comprehensive financial planning and wealth management strategies.

Today, I’m proud to serve Welland and the Niagara region, delivering innovative, and highly personalized services to clients who value trusted advice and long-term relationships.

My journey in wealth management began in 1995, and two years later I joined Edward Jones, a decision that shaped the rest of my professional life. Over the years, I’ve helped clients craft wealth management strategies that reflect their values, navigate life’s significant moments, and achieve lasting...

Work History

  • Edward JonesSeptember 1997 to Current

Education

  • Lake Superior State UniversityBachelor of Science

Personal Interests

  • Active Lifestyle
  • Art & Theater
  • Cooking
  • Golfing
  • Pickleball

Team Members

  • Alanna Ball
    Registered Branch Associate
  • Jyoti Noorbhai
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 03:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 03:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(905) 714-4313

Fax

(877) 335-9156

Office Address

447 Niagara Street
Unit 4
Welland, ON L3C 1L6opens in a new window

More to explore

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My priorities

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Setting your path

We use an established process to help you reach your goals.

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