B.Comm. · Investment Advisor
Bart Chatterson entered the financial services industry as an Investment Advisor in 1998 and has been helping investors ever since. Using his in-depth knowledge of financial markets, investment solutions, strategies for portfolio income, growth and tax reduction, Bart helps his clients reach their financial goals while maintaining peace of mind.
Bart’s expertise is in working closely with clients to develop financial planning strategies to ensure their personal financial goals are met. His strengths include investment management, asset allocation strategies, retirement planning and transitioning, and charitable giving. In addition, Bart has completed the Professional Financial Planning Course and is also licensed to provide advice on estate planning and insurance*.
Born and raised on a farm in southeast Saskatchewan, Bart completed his Bachelor of Commerce Degree at the U of S in 1992, majoring in Finance and Marketing. Bart’s previous work experience includes 6 years in manufacturing management, 2 years in retail management and 10 years in financial services with two major Canadian full service investment firms where he provided sound financial advice to many satisfied clients.
Bart and his wife, Connie, have two children and spend many hours every year at the hockey rink and soccer pitch both as parents and coach. Bart was named Coach of the Year in 2007. Bart continues to play hockey and when the snow melts, he can be found enjoying a round of golf.
Bart takes pride in providing a high level of service to his clients. He believes in honest advice at a reasonable cost and always putting clients first. All clients are provided with a written, personalized, “non typical” financial plan with a strategy which is easy to understand and unique to each client. By working with a diverse group of specialists, Bart is now able to make available some of the most comprehensive financial planning strategies to you and your family. Bart looks forward to helping you reach your financial goals.
Tara Rodier joined Chatterson Wealth Management, HollisWealth in 2017. Raised in Prince Albert, Tara comes to us with many years of client services experience and is currently taking classes in finance and administrations with Saskatchewan Polytechnic. Tara’s goal is to one day become an Investment Advisor.
Tara enjoys spending time with her family, traveling, running for sport, and movies.
As Administrative Assistant, Tara is responsible for all aspects of client service. With a strong attention to detail, Tara prides herself on delivering prompt and efficient service.