Where Wealth Meets Freedom

Welcome to Freebird Wealth. We are a holistic wealth management firm serving the regions in Alberta, Ontario and British Columbia.

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Financial Freedom

At FreeBird Wealth, our mission is to enable our clients to discover true financial freedom through clarity, stability and flexibility.

An Independent Advisory Firm

Bhavin Vyas and his team deliver specialized wealth planning expertise and investment management services for individuals and businesses. How you define wealth is deeply personal. As an independent advisory firm, our only obligation is to our clients.

EXPLORE OUR SERVICES

Highly personalized and customized investment strategy plans that accurately reflect your complete financial landscape

A comprehensive range of investments, such as equities, fixed-income securities, mutual funds, and hedge funds.

Enhance risk management and tax-efficiency to preserve wealth.

Our Services

New clients

We have a proven track record of exceeding expectations of professionals and business owners who want to grow and protect their wealth. We assess new prospective clients using $250,000 of investable assets as a guideline or $100,000+ in an annual income. Investable assets are just one aspect, among others, we consider when we explore your needs to determine if we are best positioned to add value to your financial well-being.

We understand you must start from somewhere, so if you feel that the needs of your comprehensive financial situation may be best served by our team, we welcome the opportunity to hear from you.

Financial Planning

Investment Management

Insurance and Risk Management

Tax Planning Strategies

Retirement Planning

Estate Planning

Meet the Team

Bhavin Vyas, CFP, BScEE

Investment Advisor

Investment Advisor

First and foremost, Bhavin is a data-oriented financial planner. His focus is on helping individuals and families create and protect their wealth, by providing professional advice on investment, insurance, tax-savings, retirement, debt management and estate planning.

Bhavin's exposure and extensive research of the financial markets during the early phase of his career gave him the skills needed to become an expert at investing and related opportunities to create meaningful wealth for his family and others.

For his clients, Bhavin prepares customized investment plans at a level of detail – focusing on the biggest financial threat to Canadians, taxes and tax savings. Optimized rate of return on investments, risk-management and tax-efficient strategies are his top priorities in order to enhance clients’ outcome. This is his way of pursuing his vision.
Education & Credentials

Bhavin started his career as a Financial Advisor in 2016 shortly after graduating as an Electrical Engineer from University of Alberta as he found the allure of helping people manage their money to be the career path he wanted to pursue.
He soon become a financial planner where his passion for investments and to help others became his goal.

Designations: BScEE (Bachelors of Science in Electrical Engineering) and CFP (Certified Financial Planner)
More about Bhavin

Bhavin is actively involved in Edmonton’s business and professional communities through networking and volunteering.

Outside of work, he mostly enjoys spending time with his amazing wife and a two year old son. When he can escape his busy family life, he is often found playing cricket in various Edmonton Cricket League matches. Bhavin can fluently communicate in English, Hindi and Gujarati.

Pritam Athwal

Associate

Associate

Pritam started her career in accounting. With 10 years of experience she attained an Accounting degree from NAIT. She entered the financial services industry five years ago providing assistance to Advisors in wealth management firms.

Working with a team, Pritam strives to provide clients with the reliability of hands-on management, daily research, and excellent client service.
Education & Credentials

Pritam has recently completed a course to become a licensed representative in the near future. Pritam’s passion for finance stems from wanting to help families achieve their wealth potential and educating the younger generation.
More about Pritam

As a mom of two active kids, Pritam can be found chauffeuring her kids to dance, swimming, or playing a round of golf with her husband on the weekends. Pritam loves to dance, read, and has plans to travel all the corners of the world. Pritam is involved in her local community and can fluently communicate in English and Punjabi.

Bhavin Vyas, Freedom Wealth

Investment Advisor, CFP, BScEE

Ventum Financial

Ventum Financial’s Private Client Services team is comprised of over 200 licensed Investment Advisors, Portfolio Managers, and Commodities Futures Advisors dedicated to forging genuine client partnerships. Each team member offers a unique value proposition, ensuring tailored solutions that meet the distinct needs of our clientele.

At Ventum Financial, we established our foundation on the belief that prioritizing our clients and adopting a people-first mindset will help cultivate long-term, trusted relationships. We have structured the firm in a way that enables us to tailor our services entirely around our clients. Our Investment Advisors and Portfolio Managers have the freedom to offer clients individualized solutions to managing wealth, with comprehensive financial planning strategies, forward-thinking retirement planning advice, and access to specialized wealth services and products.

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Ventum Capital Markets

Ventum Capital Markets is a premium full-service broker dealer offering investment banking, advisory, equity research, institutional sales and trading, and retail distribution to small-cap and mid-sized public and private companies in a wide variety of sectors across Canada.

Our investment banking group works with a broad range of issuer clients and provides a variety of capital raising and advisory solutions.

We offer world-class equity research produced by an experienced team of analysts covering over 180 companies across various sectors.

Our sales and trading desk offers superior investment advice and efficient trade execution for our institutional and retail clients.

We have deep sector experience in the mining, energy, cannabis, real estate, technology, health care and diversified sectors.

We strive to build trusted, long-term relationships by taking a holistic and forward-looking view on our clients’ business and identifying ways to help our clients achieve their most important objectives.