Wealth Advisor, Financial Planner, Portfolio Manager
Brooks entered the advisory business in the spring of 2003. As a Portfolio Manager with numerous accreditations, his philosophy focuses on planning focused advice built on a foundation of safe and measured investment strategies that are tailored to his clients' needs. Leading a team of industry professionals, he instills a common goal of providing the best service, advice, and counsel available. The team prides itself in creating customized wealth strategies that include but are not limited to retirement and business succession planning, estate preservation, tax reduction, wealth protection, philanthropy and insurance guidance.
As a Portfolio Manager, Brooks holds a Commerce degree with majors in Finance and Business Economics from the University of Saskatchewan. He is a Fellow of the Canadian Securities Institute, a Professional Financial Planner, and holds his Chartered Investment Manager Designation.
In his spare time Brooks enjoys spending time with his family. He and his wife Neala have three young sons. They enjoy spending their time together up at the lake and around their local community. He loves coaching Soccer with his boys. Brooks also enjoys staying active in his community. He has extensively supported groups such as Kinsmen, the United Way, Walk So Kids Can Talk, as well as many others. He is a strong believer that communities are built from the ground up.
Drew joined the Brooks Barks Wealth Advisory team in the spring of 2018. Prior to this, Drew was a Financial Planner at the Bank of Montreal here in Saskatoon. It was quickly apparent that the BBWA model of outstanding client service, discretionary investment management, protection focussed investment philosophy, and the almost limitless breadth of product offerings available at BMO Private Wealth is where his clients would be best served. This has allowed Drew to provide the best available solutions in the marketplace against a backdrop of clear and concise planning advice. With the support and insight of the BBWA team and their affiliated partners, Drew has the ability to provide customized solutions for his clients.
Drew holds a degree in Business Economics from the University of Saskatchewan. He is fully IIROC licenced and holds his Chartered Investment Management Designation.
His passion for his family is evident. He and his wife Megan celebrated the birth of their first son in October of 2018. Growing up in rural Saskatchewan Drew brings with him a new dynamic to the team and is known to be very relatable and a down to earth person. He is an avid outdoorsman and enjoys fishing and golfing. He is a sports enthusiast and enjoys staying active.
Kristin joined BMO Nesbitt Burns in April of 2011. She oversees all the daily administrative procedures, which contributes to the group's efficient and professional operations. Kristin is happy to assist in the day-to-day needs of our clients.