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About

Our Story

Seeking a
Stronger Process

We founded RetireSURE Wealth Management in the midst of the 2008 financial crisis. From our perspective, this event exposed the weaknesses of conventional approaches to wealth management.

We made it our mission to implement a process that would better serve our clients over the long term.

Especially when you’re approaching retirement, your own timeline may not line up with that of your buy-and-hold strategy, so we built a more process-driven and client-centric wealth management platform. This platform is based on relative strength methodology and informed by a comprehensive wealth plan designed around your life.

Our Principles

Our
Principles

  • Less mystery, more clarity.

    Our mission has been to root out all emotion, predictions and subjective opinion from the wealth management process and replace them with strategy, process and discipline. We want to help you get the clarity you need to be comfortable with your long-term financial stability.

  • Long-term guidance matters.

    It’s possible to find some measure of success with short-term forecasts and lucky picks -- but generating consistent results over long periods of time can be extremely challenging. Since all of our clients’ most essential priorities are in the long term, that’s where we strive to provide value and that’s how we build lasting client relationships.

  • Aligned interests and shared goals.

    As fiduciaries we are held to a regulatory framework that prevents any potential conflicts of interest, and as professionals we advise our clients as we would for our own families. We believe the advisor-client relationship is predicated on complete transparency and alignment of interests.

  • Stick with what works.

    With buy and hold, if you’re holding the wrong investments you can introduce serious risk into your portfolio and your plans for retirement. Relative strength is about keeping a mix of the strongest investments at any given time through an active approach to asset allocation.

  • Supply and demand move the market.

    Investment markets, like all other markets, are driven by the basic principle of supply and demand. Buyers drive prices up and sellers drive prices down. Aligning your portfolio with these trends is key to capturing the growth you need for the long term, while mitigating unnecessary risk along the way.

  • Preservation overrides all else.

    We believe that preserving capital is the kind of priority that takes precedence over all others. Our goal is to participate in up markets, but our rules-based investment platform enables us to take action when we detect significant risk.

Our mission has been to root out all emotion, predictions and subjective opinion from the wealth management process and replace them with strategy, process and discipline. We want to help you get the clarity you need to be certain of your long-term financial stability.

Our Team

Bart Chatterson B.Comm., CIM
Portfolio Manager

Since 1998, Bart Chatterson has been providing investment and retirement advice to clients and their families. He spent 10 years with two of Canada’s largest full-service investment firms before starting his own practice with HollisWealth in 2008.

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Tara Rodier
Client Relations Manager

After several years of client services experience and the completion of finance and administrations classes at Saskatchewan Polytechnic, Tara Rodier joined RetireSURE Wealth Management in 2017.

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Cam McCombs
Insurance Advisor, Hollis Insurance*

Cam McCombs has been in the insurance industry since 1986 and has worked with clients in many different situations.

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Bart Chatterson B.Comm., CIM
Portfolio Manager
[email protected]

Since 1998, Bart Chatterson has been providing investment and retirement advice to clients and their families.

He spent 10 years with two of Canada’s largest full-service investment firms before starting his own practice with HollisWealth (now iA Private Wealth) in 2008. His experience through the financial crisis became pivotal in the development of his rules-based investment process and disciplined approach to wealth management.

Bart holds a Bachelor of Commerce in Finance and Marketing from the University of Saskatchewan, as well as the Professional Financial Planner designation and licenses in estate planning and insurance. In 2018, he also attained the Portfolio Manager designation, held by less than 5% of advisors in Canada, which enables him to provide his clients with a more efficient and tailored experience.

Bart was raised on a farm in Southeast Saskatchewan and spent several years in manufacturing and retail management before entering the financial services industry. Altogether, his ongoing education and professional background have enabled him to build a full-service wealth management platform that has had particular value for pre-retirees, business owners and farmers. Today, Bart lives in Saskatoon with his wife and two children. He enjoys supporting his children and his community, and was named Coach of the Year in 2007 for his involvement in children’s hockey programs.

Tara Rodier
Client Relations Manager
[email protected]

 

After several years of client services experience and the completion of finance and administrations classes at Saskatchewan Polytechnic, Tara Rodier joined RetireSURE Wealth Management in 2017. As the Client Relations Manager, Tara is responsible for all aspects of client services, and for the day-to-day administration of accounts. With a strong attention to detail, Tara prides herself on delivering prompt and efficient service.

In her spare time, Tara enjoys reading, watching movies, travelling and spending time with her family.

Cam McCombs
Insurance Advisor, Hollis Insurance*
[email protected]

Cam McCombs has been in the insurance industry since 1986 and has worked with clients in many different situations.

Cam always makes sure that his clients have all the information required to make an informed decision and that proper risk management solutions are put in place that are best suited to them. Listening to their concerns and the issues they face is the basis of all his client discussions, whether they take place at the kitchen table or the boardroom table. Tailoring an individual solution is paramount, and he doesn’t believe anyone fits a cookie-cutter approach. Together with Bart, Cam will make sure that any insurance needs are designed to accomplish the overall financial planning goals that Bart and the client have discussed.

Cam has been married for 35 years to his wonderful wife and loves to spend time with his family.