Brothers & Company Financial

Team

 

Chet Brothers, CFP, R.F.P.

Chet has dedicated his professional career to educating the public and financial advisors about the importance of comprehensive financial planning. Chet’s professional qualifications include Certified Financial Planner (CFP) and Registered Financial Planner designations (R.F.P.).

Chet has served his profession as past president of the Institute of Advanced Financial Planners and is currently on the board of the Canadian Institute of Financial Planners.

He is a frequent guest on local television and radio programs and has contributed articles to the press on financial planning. He has been a featured speaker across the country to various government, corporate, and professional groups.

Chet formed Brothers & Company Financial, an independent financial planning and wealth management firm, in 1994 after spending a number of years at the wealth management subsidiary of a large Canadian Financial Institution. He is experienced in all aspects of personal finance including investments, estate planning, risk management, retirement planning, tax planning, and trusts.

Brothers & Company Financial was the Saskatchewan Better Business Bureau Torch Award Winner in 2006, and was a finalist in 2013.

Chet is a former director and current portfolio review committee member for Value Partners Investments, an advisor-owned investment firm stewarding $1.5 billion of client savings.
Wealth Professional magazine named him one of Canada’s Top 50 advisors in 2014.


Gisele Gherasim, CEA, CFP, R.F.P.

Gisele’s passion is comprehensive financial planning. She addresses retirement, estate, tax, cash-flow and wealth accumulation planning as well as provides recommendations and solutions to solve specific concerns. Gisele finds it deeply rewarding to work with clients in attaining and managing their unique financial aspirations.

Gisele joined Brothers & Company in 1997 in an administrative capacity. While she excelled in this role, she also continually expanded her education and knowledge to better serve the firm and its clients. She moved into a purely client advisory role in 2012 and in 2015 became a partner of Brothers & Company.

Gisele has received the Certified Financial Planner® (CFP®) and Registered Financial Planner (R.F.P) designations. She is a member of both the Canadian Institute of Financial Planners and the Institute of Advanced Financial Planners. Gisele has also completed the requirements for the Certified Executor Advisor designation and is a member of the Canadian Institute of Certified Executor Advisors.

Gisele is married with two children. She is active in her community in a volunteer capacity for various organizations and events.

Education

  • Certified Financial Planner®, CFP®
  • Registered Financial Planner, R.F.P.
  • Certified Executor Advisor, CEA
  • Life License Qualification Program (LLQP)
  • Canadian Investment Funds Course

Trudy Young-Grant

Trudy hails from Kingston, Jamaica. She has an Undergraduate Degree in Productions and Operations Management, with Honors from the University of Technology, Jamaica. She moved to Canada to study at Niagara College where she received a Post-Graduate Certificate in International Business with distinction. She also received the award for top international student in her program of study from Niagara College.

At a job fair, she learned of the opportunities in Saskatchewan and made the move to Regina.

At Brothers & Company, Trudy takes care of a broad range of client administration, including handling back office procedures to ensure that trades and account transactions are processed efficiently and accurately. Trudy holds her mutual fund license.

Outside of work, Trudy is the full-time mother of two. She has a passion for Reggae music and enjoys dancing. She also enjoys exploring Regina’s parks, going out for dinner with family and friends, as well as volunteering in her community.

Education

  • Bachelor of Business Administration (Hon)
  • Post Graduate Certificate (Distinction)
  • Life License Qualification Program (LLQP)
  • Canadian Investment Funds Course

Services

A comprehensive 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

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 upfront 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, disability, critical illness, and long-term care insurance needs.


Educational Services

Brothers & Company Financial 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” ©

Contact Information

Brothers & Company Financial Consultants

306-337-4500

306-377-4505

2300 Smith Street
Regina, SK S4P 2P6

info@brothersandco.ca