Empowering our clients through exceptional service
At March-Burwell Family Wealth, we understand that no two people are the same – and neither are their financial goals. That’s why we take a personalized approach to wealth management, tailoring our strategies to align with your unique values and priorities. Whether you’re growing your professional career, newly retired, planning ahead for the next generation, or looking to sell your successful business, we’re here to provide the guidance and support you need to secure your financial future.
Proactive, personalized attention
Dedicated to the highest level of client care, we aim to help you through any and all periods of change – supporting your growth for today and your legacy for tomorrow.
Barbara March-Burwell
Chase Westby
Our process
Forward-thinking strategies centered on a financial plan
Our process aims to guide you through all life milestones, reducing stress whenever possible through an all-encompassing approach that reflects your unique goals and takes into account the needs of future generations.
Discover
It all starts with your story – an overview of who you are, where you’re currently at, and where you want to be. This all-encompassing review of your wealth serves as the basis for your financial plan – a detailed roadmap toward your future goals.
Invest
We work with you to structure your portfolio to align with your short- and long-term goals, allocating assets to ensure that your needs – and those of your loved ones – are always at the forefront.
Coordinate
Leveraging our network across RBC and beyond, we work alongside Will and estate planners, insurance representatives, tax specialists, and more to service your wealth plan in its entirety.
Review
As your life changes, your financial plan will, too. We conduct regular reviews to ensure that your wealth strategy and investment portfolio remain aligned with your and your family’s long-term priorities.
Our clients
Comprehensive support through all life stages
We’re proud to serve a diverse group of clients from all walks of life that are looking to benefit from the support of a compassionate, trusted advisor.
Retirees
A sudden change in lifestyle or income upon entering retirement can be stressful. We’re here to help, with solutions that take into account your future financial needs, tax considerations, estate plans, and pension payments, such as those through a Public Employees Pension Plan (PEPP).
Business owners
Planning for the future is essential for business owners. Whether you’re looking to continue growing your business, sell or transfer ownership, or pass your business to the next generation, we’ve got solutions that can help.
Executives and young professionals
For individuals or couples actively working to grow their wealth, it can be challenging to balance your financial goals with your personal needs. We’ll help you construct a tailored plan that keeps your long-term plans in mind and sets the groundwork for building a future legacy.
Affluent families
A well-crafted wealth plan is essential for families with significant wealth needs. Leveraging our network of partners, we’ll help you navigate topics such as tax planning, estate planning, charitable giving, multigenerational wealth transfers, and more.
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Let's work together to plan for the years ahead
Email:barb.march-burwell@rbc.com
Phone:306-777-0543