Individual Financial Planning

Individual Financial Planning

Brian Mallard & Associates (BMA) is a financial advisory firm based in Saskatoon, Saskatchewan. There are 11 advisors and 10 support staff all committed to helping our clients achieve their financial goals. Most of our clients focus primarily on retirement planning but we also have expertise in the areas of:

  • Financial Planning
    Customized to suit your financial needs and goals
  • Risk Management (Insurance) Estate & Trust
    To protect your family and safeguard your estate through independent advice derived from the analysis of your overall plan
  • Mortgage Brokerage Service
  • Investment Management
    To control investment risk and cost, providing the best route to achieve your return goals through strict and disciplined recommendations
  • Financial Management
    Sophisticated, comprehensive, multi-disciplined to ensure achievement of financial goals
  • Philanthropy
  • Executive Compensation Design & Business Succession Planning
    To ensure your business success today and in the future through effective tax and cash flow planning
  • Tax Planning
    To facilitate a client-friendly process for minimizing your tax burden on both your investment and personal income

All of our advisors work from a financial planning perspective whereby we seek to first get to know our clients then helping them to clarify their current situation followed by helping them determine their future objectives. During this process we work with our clients to develop a financial plan that provides a road map from where they are to where they want to be.

Brian Mallard & Associates

401-123 2nd Ave. S Saskatoon SK S7K 7E6
Ph. (306) 934-6011