financial plan is the key building block for financial success. In
order to facilitate and implement the recommendations of the plan
we offer the following.
Investments: Our investment
philosophy dictates that no client should ever pay a sales commission.
We partner with the top boutique investment firms to provide a disciplined,
effective and transparent process to achieve the desired outcome.
All investment products are placed on a NO SALES CHARGE basis. This
means you will never pay an up front sales charge or a deferred
sales charge on any of our investment offerings.
Insurance: We shop the market to provide the best
value and most appropriate product for your life insurance, disability
insurance, critical illness and long term care insurance needs.
Educational Services: Brothers & Company has
been providing seminars, workshops and keynote addresses to businesses,
government departments and agencies professional associations and
non-profit groups for many years. Our Seminar series includes:
- “If you’re so smart, why aren’t you rich? - Investor Behaviour”©
- “Leaving a Legacy – Wills and Estate Planning”©
- “Getting Started – A Guide to Personal Finance for Young Adults”©
- “Intelligent (and Stress Free) Investing”©
- “The Horizon – Retirement Planning Workshop”©
Mutual funds provided through FundEX Investments Inc.