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
Financial Planning
An Unbiased, Conflict-free advisor to help you in your Financial matters. I have been helping Canadian families since 1998 in their Tax matters, Risk Management (Insurance) and Investments. Lot of my clients now are phasing into succession planning stage and their heirs (Executors) are looking for guidance in settling Estates. And I would like to offer my services helping you to ease your pain during the process of Estate Management.
CLU,CHS, CEA
Chad Gardeski, CEA®,DFSA™
Through our practice, based on honesty and integrity, my team and I partner with individuals and their families, business owners, and farmers to reach their financial goals.
We specialize in working with disciplined investors who are determined to build the wealth that they need to secure their future. We develop tax efficient retirement income strategies for those who are preparing for or living in retirement, and help our clients develop and execute meaningful estate strategies.
What sets us apart is that we take the time to understand what is most important to our clients and build tailored and robust financial strategies that are engineered purposefully for their unique needs.
Services:
Financial strategies
Retirement Income Strategies
Business Owner Strategies
Legacy and Estate Strategies
Disability Savings Plans
Life Insurance and Long-Term Care
Socially Responsible Investing
One of the most important things between a financial advisor
and client is the relationship. What I do is help professionals and their
families better position themselves for financial success. We'll incorporate
the things that, combined, help you to live life on your terms.
STARTING WITH YOUR GOALS, I can:
• Bring clarity and organization to the goals
you've set
• Honestly assess your probability of success
• Create a life-long, yet flexible, strategy for
you, your family, business or farm
THROUGH THE FINANCIAL STRATEGY, we will:
• Balance today's living with tomorrow's dreams
• Plan for your retirement your way and consider
your legacy
• Work with your accountant and estate attorney
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.
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.
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.