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, CFP, CFDS

Gisele’s focus is on comprehensive financial planning and wealth management. She provides 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.


Trudy Young-Grant

Our office manager Trudy Young-Grant hails from Kingston, Jamaica. She has an undergraduate degree in productions and operations management from the University of Technology, Jamaica. She moved to Canada to study at Niagara College where she received a postgraduate certificate in international business. She also received the award for top international student in her program from Niagara College.

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

At Brothers & Company, Trudy handles a broad range of administrative duties including taking care of paperwork and greeting clients. She has also completed the mutual funds course and received her licence.

Outside of work, Trudy is the full-time mother of two. She enjoys exploring Regina’s parks and going out for dinner with family and friends.


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