Welcome

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We help you make meaningful choices about your money. After all, smart financial choices impact the quality of your life.


Though important, we believe that investments are only part of a comprehensive wealth building strategy. Financial planning, tax minimization, insurance, estate and retirement strategy, and legacy creation. Bringing these and other issues into focus and balance is what we call Total Wealth Management. It works.

Your team

A team of seasoned professionals


The Broker Financial Advisory Group is a team of seasoned, multidisciplinary professionals operating within Scotia Wealth Management.

We act for individuals and families, professionals, executives, business owners and farm owners. While we generally specialize in clients with considerable resources, motivated young professionals with ambitious financial goals are of particular interest to us.

Trevor Broker

Senior Wealth Advisor

Trevor Broker

Trevor’s core belief is that it’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for. A wealth advisor at Scotia Wealth Management since 1999, Trevor started his career as a personal banking officer at Scotiabank in 1997.

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Alix Karwacki

Administrative Associate

The administrative lynchpin of our practice, Alix is a detail oriented team manager with excellent communication skills. Dedicated and ambitious, Alix is committed to her professional development and is scheduled to enroll in a variety of wealth management courses.

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What we do

How we help you through our family office


Our client engagement process is exceptionally thorough, goal oriented and and results-driven. We aim, always, to deliver exceptional results. While the services summarized here are those we can provide, not all of them are necessary for everyone we advise. It depends on the personal circumstances of each client.

  • Investment portfolio development and management
  • Financial planning
  • Retirement planning
  • Insurance planning
  • Tax effective investing
  • Trust and Estate planning
  • Private banking
  • Philanthropic giving
  • Legacy creation and intergenerational wealth transfer
  • Business succession planning

Modest and completely transparent, we are happy to discuss our professional fees prior to engagement and at any time after that. Clients of Scotia Wealth Management receive an annual report for each of their accounts. This report includes a snapshot of how each account has performed, along with all associated fees.

Please contact us today to arrange a complimentary consultation. This discussion is without obligation.

Latest news

Keeping you up-to-date & informed


The Latest – April 19, 2018

Daily Morning Comments

April 19, 2018

In-Line Q1; Remain Bullish on Earnings Prospects

< Our EPS forecasts – which were already above guidance – remain unchanged post an in-line Q1. While Q1 results were likely a little on the softer side due to tough winter weather, we think that this could be made up by the fact that CP has had some notable contract wins. We expect CP to add capacity in a measured way to accommodate incremental volume in a disciplined manner at low costs. While some may have been expecting a guidance increase, we think that it may be premature considering that it’s still early in the year. That said, we are not blind to the possibility that there may be some upside to numbers as there are several volume tailwinds, and pricing prospects are better today than they have been in a while.

 

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Testimonials

Hear what our clients have to say about us


“Trevor Broker has been my Wealth Advisor since 2000. He is professional, sincere, and willing to go the extra distance. Together we established short and long-term financial goals formulating a well diversified investment portfolio. Confidently, Trevor referred me to my current accountant, lawyer and life insurance specialist which has allowed me to pursue my career goals and spend more quality time with family. I have every confidence in Trevor’s ability to handle my financial affairs!”
Heather H.


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Contact us

How to get in touch with our team

410 22nd Street East, Suite 700, Saskatoon, Saskatchewan, S7K 5T6, Canada
(306) 665-5316 · (306) 244-2451