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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Andrea Hoffman

Administrative Associate

Andrea Hoffman

The administrative lynchpin of our practice, Andrea is a detail oriented team manager with excellent communication skills. Dedicated and ambitious, Andrea 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

Weekly Update – May 26, 2017

Market Watch

May 26, 2017

Big Picture

By Andrew Trimble

OPEC reaches output agreement

It was an action-packed week filled with central bank news, political developments and market-moving events. In Vienna, OPEC and other oil allies renewed an agreement Thursday to keep production at reduced levels extending a decision reached last year. The agreement, which other non-OPEC producers joined, prolongs the cuts through March 2018 after it became clear last year’s efforts failed to eliminate the global oversupply or lead to sustained price recovery. Meantime, minutes from the U.S. Federal Reserve’s early-May meeting were released Wednesday. The minutes show consensus among bank officials that it “would soon be appropriate” for an interest rate increase which could come as early as the next meeting set for June 13-14. Also in central bank news, the Bank of Canada left its key lending rate unchanged at 0.50% at its policy-setting meeting Wednesday. With the decision to stand pat widely expected the real news lay in the increased sense of optimism in the bank’s statement regarding Canadian economic activity. The upbeat tone suggests bank officials may be moving toward the first rate hike in nearly seven years. South of the border, the Trump administration released details of its budget proposal which promises significant cuts to taxes and entitlements with spending jumps for the military, infrastructure and a new parental leave program. Looking ahead, we’ll get the second of three looks at U.S. GDP growth for Q1 today. The Commerce department provides market watchers with three reads on GDP – advance, preliminary and final – with the first two providing opportunities for upward and downward revisions as more data becomes available. The department last month estimated Q1 GDP growth at a 0.7% annual rate.

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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