Find a CEA

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.

Personal Banking Advisor with Alterna Savings and Mutual Funds Representative with Qtrade Asset Management. Financial Planner in Ontario, serving Peterborough and the Kawarthas, Durham, City of Kawartha Lakes, 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.

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>

David R. Gobeil, CPA, CA, MSc, CFP®, CEA

David is an author and the editor of The Personal Financial Planner's Manual and the study aids for the Certified Financial Planner® and Qualified Associate Financial Planner™ Examinations offered through Gobeil & Associates.

He offers services in retirement and estate planning.

Steve is a CFP (Certified Financial Planner), R.F.P. (Registered Financial Planner) and CEA (Certified Executor Advisor). We know that today, good financial advice is more important than ever. Steve insures all clients have a disciplined investment process and a personal financial plan that touches on all their financial needs. We take a long-term approach to planning. We believe that with a detailed plan, reviewed and updated regularly, you will have the financial resources to realize your goals and stay on track.

I have been a Financial Advisor since 2003.  I graduated from the University of Windsor where I majored in Finance and Accounting.  I prepare taxes for my clients so I can ensure that they are in the most tax-efficient insurance and investments on the market.  I work as a broker so I have over 20 companies that I am contracted with across Canada.  I am passionate about working with my clients to ensure they reach their financial goals and to keep their hard-earned money in their pockets.

Being an
executor is one of the hardest jobs you will ever have…until now! Introducing
Executor Helpers. Whether you are pre-planning or administering an estate,
Executor Helpers understands what you need to do and will help you bring the
pieces together.

Executor Helpers can help pre-plan
your estate so your
executor is better able to find the information when they need it most. Traditionally,
this involved a file/list of paper documents left for your executor but in an age where many of our documents
and assets are in digital form, your executor might encounter major hassles
when it comes to accessing this information. In fact, your executor is
not legally entitled to your online assets. Through the use of existing password
management software (LastPass, PasswordBox, etc.), Executor Helpers can help
you record all information required by your executor. The advantage of this type of planning is the
information is stored electronically, password changes are updated
automatically and you can set-up your executor to have immediate (or delayed)
access to the information in the event of an emergency.

Are you currently acting as an
executor and don’t know where to start? Executor Helpers can
also be your helping hand or resource base during this difficult process. There are many executor checklists available
online but they are usually slanted to the information required by the
provider. Executor Helpers has spent considerable time consolidating
this information into one checklist that can help executors through the process
in a logical fashion. This checklist is
free of charge on our website www.executorhelpers.com
and includes tips and links to crucial sites required to complete the process.
Executor Helpers can also:

· 
Help safeguard residence and assets.

· 
Arrange for third-party pick-up and removal of items.

· 
Sort and prepare household items to keep, donate, dispose
and/or sell.

· 
Determine the best method to dispose of uncommon items
(guns, machinery, etc.).

· 
Digitize photographs so they are preserved and can be shared
with all interested parties.

· 
Create memory books of special items that beneficiaries can’t
keep or don’t want to keep.

· 
Find new homes for inherited items.

I am currently employed at Access Credit Union. I have been with the Credit Union for ten years. I have held various positions, Member Service Representative, Payment Services Administrator and now I am in a Deposit Services Representative position. I open all new accounts at our Arborg location, help members with their Investments, and meet with members about Estates. I have completed several CUIC courses, Products & Services, Credit Union System and Fundamentals of Financial Planning.

My name is Anthony Gordon, I hold a Law degree, a Master of Taxation Law, and I practiced Corporate and Commercial law for several years before becoming a Financial Advisor. As a financial advisor, I have offered hundreds of families  financial strategies that brought clarity to their financial decisions and helped them proactively build wealth.