Find a CEA

Certified Professional Accountant Designation, Wills and Estate Executor Advisor

Gisele has been an integral part of Brothers & Company for over 28 years. Carrying forward the vision as the founder’s successor, she is committed to continuing Brother & Company’s legacy—delivering the highly personalized client experience that has defined the firm for decades.

Her true passion lies in comprehensive financial planning, which to Gisele means far more than creating retirement, estate, tax, cash-flow, and wealth accumulation strategies. For her, planning begins with understanding clients on a deeper level—their mindset, personality, preferences, and most importantly, their values and the legacy they aspire to leave behind.

Gisele is a Certified Financial Planner®, Registered Financial Planner, and holds the Certified Executor Advisor designation. She actively volunteers with FP Canada, contributing in multiple capacities. Notably, she served a six‑year term on the exam panel committee, where she helped develop the CFP exam and ensured it met the highest standards of fairness, reliability, and validity. In addition, Gisele is a frequent speaker at industry events, sharing insights on financial planning, wealth management, and leadership.

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.

We are a boutique office located in the Greater Toronto Area providing business owners with a net worth of $10 Million+ with strategies to protect what they have built today and plan for the successful transition of wealth to the next generation and beyond.

As a collective, our team of professionals brings over 80 years of business experience providing expert knowledge in advanced strategies backed by leaders in the areas of  insurance, taxation, accounting and wealth management.

Our philosophy is founded on the systematic and core principles of listening intently, transferring knowledge, and building custom-tailored, co-ordinated plans with your team of advisors and professionals, resulting in a sound, executable strategy designed to deliver YOUR vision, planned in advance, executed at the most critical points of your life.

Wealth Banker with Alterna Savings and Mutual Funds Representative with Qtrade Asset Management. Financial Planner in Ontario, serving Peterborough and the Kawarthas, Quinte, and surrounding areas.

I became a Financial Advisor after a varied career in the Financial Field.  After completing an undergraduate degree in Psychology I met Sandra Mews and there began my 26 year career in finance.  I have worked in the banking, insurance and mortgage industry as well. 

My passion for finance comes from my desire to help people lead the life they want.  I believe that money should be a positive influence in people's lives and I have a simple client focused approach for servicing clients with their immediate and future financial and estate goals.

Servicing Kamloops BC and area.  A Sun Life Financial Advisor since 2007.  Designations, CLU, CFP, CHS, CPCA.  Providing holistic financial planning advice. 

Financial Adviser focusing on Estate and retirement Planning.

30 years experience in the Financial Services Industry with a CFP and CLU

Serving a small group of clients in Northern and Southern Ontario>

Professional Financial Planning, Wealth Management & Insurance services and Advice. VP Planning & Advice for the Subsidiary of the Williams Lake and District Credit Union. 

Please see my Linkedin profile at: https://www.linkedin.com/in/desmond-glynn-092573157/

Steve is a CFP (Certified Financial Planner), R.F.P. (Registered Financial Planner), CEA (Certified Executor Advisor) and TEP (Trust & Estate Practioner). We know that today, good financial advice is more important than ever. Steve is a senior financial advisor with over 25 years’ experience in the financial planning advisory area. He uses his extensive knowledge in the areas of Retirement, Tax and Estate Planning to develop comprehensive financial plans for clients that help them achieve their financial goals. Steve has a talent for taking complex financial planning concepts and explaining them in simple understandable terms.

Practicing since 1999, I’m a Public Business Accountant (PBA) and Certified Executor Advisor (CEA) helping individuals, small businesses, and corporations navigate taxes, finances, and estates with precision, compliance, and year‑round support. I craft strategies tailored to your goals and guide executors through wills, valuations, and tax obligations—bringing clarity, confidence, and peace of mind to every step.