Planning focused advice with safe and measured investment strategies 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:
pride ourselves on our diversified and strategic management. We like
to focus on solid reliable dividend paying companies. 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. Many opportunities
provide pronounced seasonal and situational advantages. We are here to
protect our clients.
- 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
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 only
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.