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Sherwood Park, AB Contact

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… Read more »

Area serviced: Sherwood Park, AB

8252184705

Mauro Garofalo, CEA
Senior Financial Planner

Vaughan, ON Contact

Area serviced: Vaughan, ON

905-893-8545

Nasreen Garsi, CEA
Senior Estate Planning Advisor

Waterloo, ON Contact

Area serviced: Waterloo, ON

519-722-3790

Martha Gartner, CFP, CEA
Associate Wealth Advisor

Toronto, ON Contact

Area serviced: Toronto, ON

416-642-1406 ex 302

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

MICHELLE GAVIN,CFP®, CEA
Associate Investment Advisor

Strathroy, ON Contact

Investment licensed since 2004CERTIFIED FINANCIAL PLANNER®
20 year career at one of Canada's largest banks, as a Financial Advisor and Financial Planner.We offer a range of services to our clients including:Investment and cash flow planningCustomized… Read more »

Area serviced: Strathroy, ON; London, ON; Norwich, ON; Woodstock, ON; East Zorra-Tavistock, ON; Exeter, ON; Grand Bend, ON; Ingersoll, ON; Komoka, ON; Mount Brydges, ON; St. Marys, ON; THORNDALE, ON; Dorchester, ON

5192457778

Rylan Gebhart, CEA
Financial Security Advisor

Regina, SK Contact

Area serviced: Regina, SK

3065277491

Cheryl Geissler, CEA
Wealth Advisor

Toronto, ON Contact

Area serviced: Toronto, ON

416 369 8841

Chris Geldert, CEA
Advanced Insurance 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

Brenda Georget, CEA
Notary Public

Martensville, SK Contact

CPA Designation, Mobile Notary Public Services. Affidavits, Consent to Travel, Separation Documentation Real Estate, Wills and Estate Executor and Advisor
Read more »

Area serviced: Martensville, SK

+1 3069408910

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… Read more »

Area serviced: Regina, SK

306-337-4500

Noreen Gill, CEA
CEO

Burlington, ON Contact

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… Read more »

Area serviced: Burlington, ON

6478794450

Jon Gillan, CEA
Mutual Funds Representative

Peterborough, ON Contact

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.
Read more »

Area serviced: Peterborough, ON

705-748-4481

Area serviced: Vaughan, ON

Area serviced: Waterloo, ON

Area serviced: Toronto, 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 22 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 9054017738 to be introduced to our relaxed, flexible approach and environment.

Nathan

Area serviced: Morinville, AB

Investment licensed since 2004
CERTIFIED FINANCIAL PLANNER®
20 year career at one of Canada's largest banks, as a Financial Advisor and Financial Planner.

We offer a range of services to our clients including:

Investment and cash flow planning
Customized portfolios
Tax minimization strategies
Estate planning
Business succession planning
Risk management strategies
Business planning
TSFAs, RRSPs, RRIFs, RESPs, LRIFs, LIFs, non-registered accounts
Stocks, mutual funds, bonds, GICs (segregated funds)
*Insurance: life, critical illness, disability

Area serviced: Regina, SK

Area serviced: Toronto, ON

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: Martensville, SK

CPA Designation, Mobile Notary Public Services. Affidavits, Consent to Travel, Separation Documentation Real Estate, Wills and Estate Executor and Advisor

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.

Area serviced: Burlington, ON

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.

Area serviced: Peterborough, ON

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.