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The Garner Weeks Group

Garner Weeks - 2018-modified

Garner Weeks

Wealth Planner

 Yorkton, Sasketchewan

About Garner

Garner Weeks has over 20 years of experience in the Financial Services Industry. He graduated from SIAST Palliser Campus, with a Diploma in Financial Services. Garner Weeks spent 12 Years as a Manager for RBC Royal Bank. After a fulfilling career with RBC, he moved to Yorkton as the Manager for Western Financial Group.

Garner’s desire to run his own business and his passion for wealth management became a reality in 2018. Garner is excited to provide Professional Wealth Management guidance and Products.

Optimize's Approach to Wealth Management

The world is changing quickly and the investment space is increasingly more complex and uncertain. At Optimize, we believe navigating this reality requires more advice and not cookie cutter, plug-and-play tools. Built on time-tested principles of financial planning and wealth management, sound risk management, and long-term patient investing, the Optimize approach focuses on listening to clients, their goals, and their ambitions and understanding how those fit into their personal financial circumstances.

For that reason, Optimize Wealth takes a holistic approach to helping clients build and manage their wealth over the long-term. Towards that end and to provide clients with a personalized approach, Optimize assigns a multi-disciplinary team to meet their needs.

 

The Garner Weeks Group's Value Add

The cornerstone of the Garner Weeks Group’s service rests in effectively matching clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. They measure their success by how well they have helped clients achieve their specific financial planning goals and objectives.

Garner provides clients with a comprehensive approach to financial planning, tax preparation and will preparation, ensuring his clients always benefit from the highest level of service. Derrick Marcelino is the Portfolio Manager who advises and manages client investment accounts, while Garner helps clients with their Financial Planning needs and can also help clients access value-added services available to Optimize clients such as tax planning, estate planning, or insurance*. 

 

*Insurance is only offered through a licensed Individual at Optimize to residents of Ontario, British Columbia, Alberta, and Manitoba.

Please know that Garner Weeks is not licensed with any securities regulators in Canada and therefore cannot provide you with investment advice. All registerable activity is provided by registered and licensed Associate Advising Representatives and Advising Representatives of Optimize Inc. and therefore you should consult with a licensed representative of Optimize Inc. when you are in need of investment advice.

Contact

    garner.weeks@optimize.ca

    306-641-4400

 

Office Location

The Garner Weeks Group

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Derrick Marcelino
Portfolio Manager