Business Details
32 Years
experience
Your Trusted Partner for Comprehensive Financial Planning Solutions
Founded in 1994, Brothers & Company & Company has established itself as a trusted Regina-based financial planning firm dedicated to personalized wealth management. Our decades of collective experience enable us to deliver comprehensive solutions tailored to high-net-worth individuals and families. We prioritize transparency in all decisions, ensuring clients fully understand their investments and strategies. Our team's deep expertise in tax, estate, and financial planning forms the foundation of every client relationship. Unlike large institutions, we maintain a boutique approach that emphasizes individualized attention and long-term strategic thinking.Our commitment to acting solely in clients' best interests has fostered lasting relationships built on trust and accountability. We distinguish ourselves through our insistence on creating detailed financial plans for every client, regardless of complexity. Our professionals hold prestigious certifications including Certified Financial Planner and Registered Financial Planner designations. Active participation in industry organizations keeps us at the forefront of evolving financial practices. This combination of experience, expertise, and ethical commitment positions us to deliver exceptional value to Regina's discerning clientele.
Services
Financial Planning
Estate Planning
Tax Planning
Investment Management
Risk Management
Details
- Year established: 1994
Highlights and features
- We offer 30+ years of combined experience in personalized wealth management
- Our team maintains prestigious certifications including CFP and RFP designations
- We operate with complete transparency in all client communications
- Every client receives a customized financial plan regardless of portfolio size
- Our strategic approach considers multi-generational wealth transfer needs
Services
Financial Planning
We create customized financial plans that integrate all aspects of your wealth and life goals. Our approach considers tax implications, estate considerations, and investment strategies tailored to your risk tolerance. Every plan receives ongoing updates to adapt to changing circumstances and regulations.
Estate Planning
Our comprehensive estate planning ensures efficient wealth transfer to intended beneficiaries. We review wills, power of attorney documents, and account registrations to create legally sound strategies that minimize tax burdens and administrative complexities for your heirs.
Tax Planning
We implement tax-efficient strategies throughout the investment process to minimize wealth erosion. Our team stays current with tax law changes to optimize deductions, credits, and deferral opportunities while maintaining compliance with regulatory requirements.
Investment Management
We construct diversified portfolios aligned with your risk profile and financial objectives. Our value-driven approach selects cost-effective investments while avoiding high-fee products that could diminish long-term returns through strategic asset allocation.
Risk Management
We assess your risk tolerance and implement protective measures against market volatility. Our approach includes appropriate insurance coverage recommendations and portfolio diversification strategies to safeguard assets while pursuing growth objectives.
People
Gisele Gherasim
Partner
With 23 years at Brothers & Company & Company, Gisele is a CFP and CEA professional who focuses on comprehensive financial planning. She actively contributes to FP Canada's QAFP exam development and speaks nationally on wealth management topics.
Chet Brothers
Founder
Chet established Brothers & Company & Company Financial in 1994 after experience at a major Canadian financial institution. As a CFP and former Value Partners Investments director, he brings extensive expertise in all aspects of personal finance and wealth management.
Questions
What services does Brothers & Company & Company & Company offer?
We provide comprehensive financial planning, estate planning, tax planning, investment management, and risk management services tailored to high-net-worth individuals and families.
How are you different from large financial institutions?
We maintain a boutique approach with personalized service, avoiding mass-marketed products in favor of customized solutions that prioritize transparency and client understanding.
What experience does your team have?
Our team has over 30 combined years of experience with professional certifications including CFP, RFP, and CEA designations, plus active involvement in financial planning organizations.
Do you work with clients outside Regina?
While based in Regina, we primarily serve clients in Saskatchewan with the capability to work remotely with clients who share our commitment to personalized financial planning.
How often do you review financial plans?
We conduct regular reviews and updates to ensure plans remain aligned with changing circumstances, market conditions, and evolving tax regulations throughout your financial journey.
