Brooks Barks
Drew Pachkowski
Kristin Bartok
Address
BMO Nesbitt Burns
River Center
475 2nd Ave South, 3rd Floor
Saskatoon, SK
S7K 1P4
Map
Our Services
Wealth Management Solutions We OfferFinancial Planning
• Goal setting
• Cash-flow analysis
• Net worth assessment
• Investment planning
• Retirement planning
• Income and asset protection
• Estate planning
• Tax efficiency
Investment Planning
• Establishment of investment objectives
• Asset allocation strategy development
• Portfolio design and security selection
• Investment management and advice
• Selection and monitoring of investment managers
• Periodic portfolio reviews and rebalancing
Credit and Banking Strategies
• Effective credit management –mortgage, line of credit, personal and business loans
• Cash management
Retirement Planning
• Identify goals
• Evaluate expected income
• Determine additional savings needed
• At retirement, develop a tax-efficient income strategy
Protecting Your Lifestyle
• Income continuance planning (life and disability insurance)
• Develop asset protection strategies (mortgage life insurance, business continuation insurance, critical illness and long-term care insurance and insurance for estate planning)
Legacy Planning
• Assess current and potential estate value
• Determine obligations (debts, dependants, taxes and probate costs)
• Identify estate planning issues and opportunities
• Devise strategies to fund obligations and wishes
Tax Efficiency
• Review current and future tax situations
• Uncover opportunities to save taxes or defer taxation
• Develop strategies to cover future tax liabilities
Business Financial Services
• Access to Commercial Banking Specialists
• Business investment management
• Succession planning and business transfer assistance
Philanthropy
• Establish a donor advised fund or private foundation
