About Us

My primary goal is to put my clients first by providing honest and high-quality service. My strengths are investment management, asset allocation strategies, retirement planning and transitioning to retirement. I am also licensed to provide advice on estate planning and insurance.

Bart Chatterson B.Comm., CIM^®

Our Mission

I have been an Investment Advisor for 23 years which gives me an in-depth knowledge of financial markets, investment solutions and strategies for income, growth and tax reduction.

Your Partner

As a discretionary Portfolio Manager, I use a rules-based investment management system to manage client portfolios.

A defined process means less mystery in your portfolio – less mystery means fewer surprises.

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Call Us

(306) 700-5100

Email Us

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Our Location

Saskatoon, SK CA

Work Hours

9:00 AM - 4:00 PM

“Our role is to implement a system for navigating decisions and relying on what’s tried and true to guide you to your goals.”

Bart Chatterson B.Comm., CIM^®
Portfolio Manager

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A Division of Bart Chatterson Wealth Management

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