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.
Drew shares a passion and commitment to his clients backed by a foundation of financial planning and prudent investment management. As a partner of the Barks Pachkowski Wealth Advisory, the philosophy shared is one of measurable risk management backed by top tier securities, filtered through an ever detailed planning approach. Drew, along with many of his clients, embraces a strong rural background anchored in community with service provided being paramount in his relationships. The team takes tremendous pride in building customized solutions for all financial endeavours.
Drew holds a degree in Business Economics from the University of Saskatchewan. He also holds his Chartered Investment Management Designation and is a licensed Portfolio Manager.
Drew's passion for family is evident. He and his wife, Megan, have 2 children. Growing up in rural Saskatchewan has provided a perspective on community and trust that he carries with him everyday. He is a sports enthusiast and enjoys the outdoors and staying active.
Jordanne joined the Barks Pachkowski Wealth Advisory in March of 2022. She is a graduate of the University of Saskatchewan's Edwards School of Business with a Bachelor of Commerce degree in Finance. Jordanne began working in the investment industry in the fall of 2016 and brings with her a wealth of industry experience. She is a licensed Associate and is happy to advise and assist clients in their day-to-day needs. Jordanne will go above and beyond to advance the best interests of our clients.
Jordanne and her husband, Shay, grew up in a small town in rural Saskatchewan, they moved to Saskatoon in 2012 to pursue their education. They have since moved to a small village just outside Saskatoon with their 2 beautiful children where they can embrace their small town roots. In her spare time Jordanne enjoys reading, brain teaser puzzles and spending time with her family and friends. You will often find her and her family outdoors camping, hiking, building snow forts, and having bonfires.
Maria joined the BMO Nesbitt Burns Operations Team in 2020 and recently transitioned to the Barks Pachkowski Wealth Advisory Team in October of 2022 as an Administrative Assistant. Maria holds a degree in Commerce with a Major in Business Management from the University of Regina Carmeli, Philippines. She is excited to bring over 20 years of customer service and management experience to the team. Maria’s primary role is providing general client services, documentation, and handling the day-to-day administration of client accounts.
Maria moved to Canada in 2009 from the Philippines where she was born and raised. Outside of work, Maria, her husband JB, and their 3 sons enjoy traveling and spending time with family and friends. She loves to take road trips and go camping in the summers. Maria also loves to cook and frequently spoils the team with homemade meals and goodies.
Ian joined BMO in 2021 as a Customer Service Representative working at Main Branch in Saskatoon. He transitioned over to BMO Nesbitt Burns in early 2022, administratively helping a few different advisory teams and gaining knowledge of the industry while working on his licensing. Ian joined the Barks Pachkowski Wealth Advisory team as a licensed Administrative Associate in January of 2023.
With over 20 years of customer service, administrative, and operations experience in various different industries, Ian brings a wealth of knowledge and energy to the team. His primary role within the team is providing general client services and assisting with the day-to-day administration of client accounts.