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 – September 22, 2017

Market Watch

September 22, 2017

Big Picture

By Andrew Trimble


Fed, BoJ stand pat

Central bankers drove the narrative for much of the week until fresh threats from North Korea reawakened geopolitical tensions that’ve rattled global markets of late. On Thursday in New York, the North Korean foreign minister said the country may conduct a nuclear test of “unprecedented scale” in the Pacific Ocean. The provocative remark comes on the heels of new sanctions against the country and U.S. President Trump’s warning it would “destroy” North Korea if forced to defend itself or allies. Turning to central bankers, the U.S. Federal Reserve met for its regularly scheduled policy meeting mid-week and – as expected – made no changes to interest rates but did say it plans to shrink its US$4.3 trillion balance sheet starting in October. The bank has also pencilled in one more potential rate rise for 2017. Turning to Japan, the BoJ also left interest rates unchanged at its monetary policy meeting Thursday and – unlike the Fed – will continue to increase its balance sheet by buying bonds. In the U.K., retail sales rose a better-than-expected 1.0% in August well ahead of the anticipated 0.2%. The jump in sales and last month’s corresponding jump in inflation increases speculation that the BoE will raise interest rates sooner rather than later. In other news, the Organization for Economic Development and Cooperation upped its 2017 global growth forecast taking it to 3.7% from its June estimate of 3.5%. The Paris-based policy forum also kicked up the eurozone’s anticipated growth to 2.1% versus 1.8% putting the single currency union on par with the U.S. growth forecast. Canada’s GDP outlook was also ratcheted up to 3.2% from 2.8% which would, if it comes to pass, lead all G7 countries. Finally, the Comprehensive and Economic Trade Agreement between Canada and the EU came into effect last Sunday after 7 years of talks. The free-trade pact will eliminate 98% of the tariffs between the two countries. Looking ahead, market watchers get a look at Canadian retail sales and the state of consumer prices today.

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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