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 Update – January 19, 2018

Market Watch

January 19, 2018

Big Picture

By Andrew Trimble


U.S. earnings, Chinese GDP data and BoC tightening

U.S. corporate earnings season gathered momentum this week with traders encouraged about the outlooks for American companies. According to FactSet, the blended corporate earnings of S&P 500 companies are expected to be 10.2% in Q4 2017 with all eleven sectors expected to report earnings growth for the quarter. Turning to economic news, the unfolding global growth story was further aided by news out of China that its economy expanded at a-better-than-expected 6.9% last year, the first acceleration in seven years. On Wednesday, the Bank of Canada increased interest rates by a quarter-percentage point to 1.25% on the backs of strong employment data, inflation close to target and an economy that’s operating at near-full capacity. One question mark on the horizon for the bank is the uncertainty surrounding NAFTA with trade talks set to resume in Montreal next week. Also in Canada, a summit held in Vancouver Tuesday to determine strategies to reign in North Korea ended with a declaration signed by 20 allied countries to ratchet up economic sanctions and political pressure until Pyongyang abandons its nuclear ambitions. Turning to U.S. political news, lawmakers remained split over immigration policies which could force a partial government shut down this weekend unless a short-term spending bill is passed to keep the doors open. In the eurozone, Greek parliamentarians approved the latest package of economic reforms Monday which clears the way for post-bailout discussions to begin as early as April after eight years of economic and political turmoil. Looking ahead, there are monetary policy meetings in Japan and the eurozone next week as well as Q4 GDP data from the U.S.


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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