Brothers, R.F.P., CFP
Chet is dedicated to educating the public about the importance of comprehensive personal financial planning. Chet's professional qualifications include Certified Financial Planner and Registered Financial Planner designations. Chet is Past President of the Saskatchewan Chapter of the Canadian Association of Financial Planners.
He has been a frequent guest on local radio and television programs and has contributed articles to the press on the subject of financial planning.
Chet became an independent financial planner after spending a number of years in the wealth management subsidiary of a large financial institution. He is experienced in all aspects of personal finance including investments, estate planning, retirement planning, tax planning and trusts.
Chet was the Regina Chapter of the Canadian Association of Financial Planners nominee for the 2000 National Member of Distinction Award. He is currently on the board of directors of Value Partners Investments, an advisor owned mutual fund company. He is also on the board of the Institute of Advanced Financial Planners.
Gisele Gherasim, CFP, FDS
Gisele's focus is on comprehensive financial planning and wealth management. She provides the expertise, coaching and solutions to assist clients in achieving their financial goals.
Gisele also provides services as a Financial Divorce Specialist (FDS). She is qualified in the advanced training required to deal with specific financial issues related to divorce. Working alone or with a lawyer/mediator, the FDS offers professional assistance in the evaluation of the division of assets.
Gisele has received the Certified Financial Planner (2003) designation and has recently achieved the Financial Divorce Specialist (2012) designation. She is a member of the Canadian Association of Financial Planners, Academy of Financial Divorce Specialists and an associate member of the Institute of Advanced Financial Planners.
Prior to joining Brothers & Company in 1997, Gisele worked in the financial and commercial sectors.
Maria's gained administrative experience in various roles within the financial services industry for the past seven years. Her attention to detail and complete understanding of systems and procedures complement her experience in her role at Brothers & Company.
Maria moved from Vancouver back to her origins in Regina. When not working she loves to play softball, rollarblade and read. She is looking forward to the wonderful prairie summers once more.
Kevin has been with Brothers & Company since 2008 as
the Risk Management Specialist. He has been in the financial industry
specializing in insurance for 21 years with extensive focus on families,
small business owners and professionals.
Kevin is the past education Chair for Advocis South Saskatchewan
Mutual funds provided through FundEX Investments Inc.