I grew up in rural Saskatchewan on a mixed farming operation.  In 1978 I moved to Regina to commence my post secondary education at the University of Regina.  I graduated in May 1983 with a Business Administration Degree.  I began my working career in the banking industry with CIBC and Conexus Credit Union primarily as a Commercial Account Manager.  I also spent a few years working with the Ministry of Economic Development in the Community Bond Program and Immigrant Investment Program.  In 1995 I decided to become a self employed Financial Advisor and have been in the industry ever since.  I obtained my CFP “Certified Financial Planner” designation in 1998. I have been fortunate throughout my career in meeting so many wonderful people who have entrusted me in assisting them with their financial concerns.  A Financial Planner’s primary job is to help people figure out where they are financially, where they want to get to and how best to reach that destination.  It is very rewarding to be in a position to assist people in this process.

My practice is very much a family affair as my oldest son, Brandon joined the practice over 10 years ago and my daughter in law Rebecca came on board about 5 years ago.  Both are fully licensed as Financial Advisors, although Rebecca focuses her days on Administration and Compliance activities.  To complete our family connection, my youngest son Keegan recently joined as our Social Media – Client Relationship Manager.  Although my spouse of 42 years, Valerie is not actively involved in the practice she provides valuable advise and perspective from a client’s viewpoint.

I started my career in 2007 working for a small Regina based insurance company as a Business Development Consultant. I loved my time there and worked closely with underwriters to learn all of the mechanics of insurance and became a licensed insurance agent. In 2009, the opportunity arose to partner with Rick at which time I became a licensed associate. I have learned a wealth of knowledge from Rick over the years and love collaborating with him and our clients.  My wife Rebecca joined our team in 2018. She is fully licensed but predominantly handles the administration side of our practice so we can concentrate on planning for our clients. To complete the Barteski Team, my brother Keegan began working with us in 2024 as our client relationship manager.  I consider myself extremely lucky to love my job and get to work closely with family everyday.

I thoroughly enjoy the financial planning process and working with clients to help them achieve their goals. Our team believes that every client should have a long term financial plan in place that includes Investment, Retirement, Tax, Insurance, Estate, and Debt Management. I am the insurance specialist on our team and I help our clients with their Life, Disability, and group Insurance needs.

I was born and raised in Regina and I love the prairies. I’m an avid downhill skier, runner and woodworker but what I enjoy most is spending time with Rebecca and our 2 rambunctious boys, Elias and Noah.

I was born and raised in Regina and am happy to call it home.  Until 2018 I worked for SaskPower as an analyst, then Brandon and Rick approached me to join the team I was thrilled and haven’t looked back. I became fully Mutual Fund and Insurance licensed when I joined the team, but my role is predominantly to take care of the day-to-day client administration. I love getting to work with all our clients and strive to make sure their experience is as smooth as possible. I’m thankful for getting to work so closely with family everyday and getting to know all our wonderful clients and help them reach their goal has been amazing!

Outside of my role in our practice I love spending time with family, creating ceramics in my spare time, swimming in the summer and skiing in the winter.