Kevin Birch, Financial Advisor, Financial Planner located in Welland, ON

Financial Advisor,
Financial Planner
Kevin Birch

CFP®, CEPA®
447 Niagara Street, Unit 4, Welland, ON L3C 1L6opens in a new window
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Focus Areas

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

Personal Interests

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

Team Members

  • Alanna Ball
    Registered Branch Associate Trainee

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
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