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Isabelle Frati, CEA
Broker, Insurance & Financial Services

Kilworthy, ON Contact

Isabelle believes her clients should feel confident in their ability to achieve their long-term financial goals without a lot of hassle or worry. She works with clients to identify what is important to them, crystallizes their goals and timelines and… Read more »

Area serviced: Kilworthy, ON; Gravenhurst, ON; Muskoka (Region), ON; Bracebridge, ON; Orillia, ON; Barrie, ON; Huntsville, ON; Orangeville, ON; Newmarket, ON; Woodbridge, ON; Brampton, ON; Mississauga, ON

4162682300

Viriato Carvalho Freire, CEA
Wealth Advisor

Edmonton, AB Contact

Area serviced: Edmonton, AB

587 926 4032

MICHAEL FRIESE, CEA
Insurance Advisor

Duncan, BC Contact

Area serviced: Duncan, BC

250-709-1559

Elaine Frost, CEA
President

Toronto, ON Contact

We help seniors and their families dealing with later life transitions. We also support Estate Trustees. Read more »

Area serviced: Toronto, ON

4165030006

Jeff Fulford, CEA
Investment Advisor

Kelowna, BC Contact

Area serviced: Kelowna, BC

250-860-7746

Sean Gain, CEA
Financial Planner

Castlegar, BC Contact

Area serviced: Castlegar, BC

250-365-0095

SIM GAKHAR, CEA
Insurance and Investment Advisor

Markham, ON Contact

Area serviced: Markham, ON

6478897290

Mauro Garofalo, CEA
Senior Financial Planner

Vaughan, ON Contact

Area serviced: Vaughan, ON

905-893-8545

Nasreen Garsi, CEA
Director, Estate & Financial Planning

Waterloo, ON Contact

Area serviced: Waterloo, ON

519-722-3790

Nathan Gatt CEA, CEA
Wealth Advisor

St. Catharines, ON Contact

Area serviced: St. Catharines, ON; Niagara, ON; Bracebridge, ON; Ancaster, ON; Caledon, ON; Burlington, ON; Ottawa-Carleton, ON; Port Colborne, ON

9054017738

Michael Gaudry, CEA
Financial Advisor

Morinville, AB Contact

Area serviced: Morinville, AB

780-939-6111

Rylan Gebhart, CEA
Financial Security Advisor

Regina, SK Contact

Area serviced: Regina, SK

3065860905

Chris Geldert, CEA
Tax & Estate Planning Specialist

Calgary, AB Contact

Area serviced: Calgary, AB

4036208534

Emmanuel George, CEA
Mr.

Waterloo, ON Contact

Area serviced: Waterloo, ON

519-746-5111 ext..300

Gisele Gherasim, CEA
Certified Financial Planner

Regina, SK Contact

Brothers & Company is an independent financial planning and wealth management firm in Regina, Saskatchewan.Gisele’s passion is comprehensive financial planning. She addresses retirement, estate, tax, cash-flow and wealth accumulation planning as well… Read more »

Area serviced: Regina, SK

306-337-4500

Area serviced: Edmonton, AB

Area serviced: Duncan, BC

I have been a life insurance advisor since 1979. My designations are a CLU and a CHS. The bulk of my practice is with life, disability, and critical illness insurance. The market I serve is families and small businesses.
Many of my clients are, of course getting older and so I am acquiring some of their kids as clients. Having listened to the
CEA presentation, I became very interested because I have a conversation with many of my clients about the importance of having a Will, and what should go into a Will. Having the CEA designation adds knowledge, credibility, prestige and trust to my practice.

Area serviced: Toronto, ON

We help seniors and their families dealing with later life transitions. We also support Estate Trustees.

Area serviced: Kelowna, BC

Area serviced: Castlegar, BC

Area serviced: Markham, ON

Sim Gakhar is a results-driven financial advisor inspiring tremendous change in businesses , individual insurance and investment planning. Sim has great passion for working with people, and providing solid solutions to their financial problems.

Born in Delhi, India to parents who were teachers, and collectively a family of teachers, she took up the teaching mantle herself including earning her Bachelors in Education and Masters degree in Sociology. Subsequently, she realized she wanted to do more in the financial field, especially Insurance. Today, she has gained strong qualifications such as her Certified Health Specialist (CHS) and Elder Planning Counselor (EPC) designations. Her discovered purpose drives her to help these clients take ownership of their financial futures, helping people at all levels of income and every stage of life because investing for the future is one of the most important things people can do for themselves and their families. Sim has qualified for the prestigious Million Dollar Round Table and is an active member of Advocis (The Financial Advisors Association of Canada.)

Clients highly appreciate her patience, innovative ideas, ability to analyze situations and provide reliable solutions for their financial situations.

Email: sim@simgakhar.com
Website: http://simgakhar.com

Area serviced: Vaughan, ON

Area serviced: Waterloo, ON

Area serviced: St. Catharines, ON; Niagara, ON; Bracebridge, ON; Ancaster, ON; Caledon, ON; Burlington, ON; Ottawa-Carleton, ON; Port Colborne, ON

I have been serving the communities in the Golden Horseshoe and Niagara region as a trusted wealth-building professional for over 16 years. I attribute the success I have experienced to my client-oriented approach to developing the "complete" solution. This approach enables me to work as a partner with my clients to develop investment/insurance and related wealth management solutions that reflect the complete financial sensibilities and values of each client.

When entering into a partnership with myself and my team, all of our clients immediately experience the benefits of working with a Wealth Advisor, we are known as the planning and protection office of the golden horseshoe. We possess specialized knowledge capacities necessary to maximize the wealth of each client not only through developing responsible investment strategies, but through helping each client carefully navigate the labyrinth of taxation and estate situations. In effect, I am a resource that can help my clients to both build and retain their wealth.

I attended Brock University. I then continued my educational and professional development through working towards the prestigious designation of CFP Certified Financial Planner currently. In 2007, I was recognized as one of Niagara's Top Forty under 40 Business Achievement Award winners. I am very involved in the community sitting on various boards such as Epilepsy Niagara, Family and Children’s Services (FACS) and Wigs for Kids.

To best serve my clients, I have also successfully completed the following financial services industry courses: Canadian Securities Course, Technical Analysis Course, Conduct and Practices Handbook, Wealth Accumulation and Estate Planning Courses, and Life License Qualification Program.

With the assistance of various partners and very knowledgeable support staff we strive to provide the highest level of service to our clients and pride ourselves on the relationships we have created. Please Contact us at 289 362 2764 to be introduced to our relaxed, flexible approach and environment.

Nathan

Area serviced: Morinville, AB

Area serviced: Regina, SK

Area serviced: Calgary, AB

Area serviced: Waterloo, ON

Emmanuel George has been active in the Financial industry for over 20 years. His initial experience with an international bank laid the foundation and gave him the impetus to help people plan and take action to get their financial house in order. For Emmanuel, the focus is NOT money. It is the desire to see people live with integrity and dignity. He has the designations Fraternal Insurance Counselor (FIC) and Associate Financial Advisor AFA.

Emmanuel is a graduate of Emmanuel Bible College as well as University of Waterloo.

Area serviced: Regina, SK

Brothers & Company is an independent financial planning and wealth management firm in Regina, Saskatchewan.

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 becoming a partner of the firm in 2015.

Gisele has
received the Certified Financial Planner® (CFP®) designation. She is a member of the
Canadian Association of Financial Planners and an associate member of the
Institute of Advanced Financial Planners. She is currently endeavoring to achieve
the Registered Financial Planner (R.F.P.)

Brothers & Company puts our clients’ interests first, acts with integrity and honesty and strives for excellence in every facet of our practice.We have built our reputation on our commitment to providing consistent, quality service through progress reviews, comprehensive reporting and prudent stewardship of our clients’ capital.