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Contact Us

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 Offer

Financial 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