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 client's 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 Autism Society, Kinsmen, the United Way, Walk So Kids Can Talk, as well as many of the cancer focused causes. He is a strong believer that communities are built from the ground up.