Planning-focused advice with safe and measured investment strategies that are tailored to your needs.
The Brooks Barks Wealth Advisory Group is a team of professionals who are working towards the common goal of providing the best service, advice, and counsel available to their clients. The services delivered by our team, along with our institutional and community partners, provide the families we work with a holistic solution to their planning and financial needs.
Our office is located in Saskatoon, Saskatchewan, Canada.
Our investment and planning strategies provide assistance in areas such as:
- Retirement Planning for Families
- Transition Planning for Business Owners
- Cash Balance Planning for Businesses
- Investment and Discretionary Portfolio Management Services
- Tax and Protection Planning
- Estate Preservation Planning
- Charitable Giving
- Equity Monetization Assistance
The Brooks Barks Wealth Advisory Group is here to protect our clients. We believe in building our clients wealth through the use of stable and predictable investment opportunities while providing additional performance through the use of tactical positioning in the markets. We pride ourselves on our diversified and strategic management, finding m
any opportunities provide pronounced seasonal and situational advantages. We like to focus on solid, reliable, dividend-paying companies.
Please take a few minutes to explore our site and learn about how our services will benefit you. Second opinions or first time consultations are always welcome. What we would suggest for people who are interested in learning more about our services is that they take the time to sit down with us to start doing some preliminary planning. A conversation with a member of our team is going to open up your understanding of your options. We are big believers in communication. If you are not sure what is happening with your retirement plan or investments, consider letting us give you a hand. We will provide you with insight, advice, and suggestions as appropriate. If the fit is there, you will gain access to all of our services and insight.