Located in Regina Saskatchewan, Chet has dedicated his professional career to educating the public and financial advisors about the importance of comprehensive financial planning. He has worked with executives, professionals and business owners for over 25 years advising them on investments, tax, estate planning and retirement planning.
He is a frequent guest on local television and radio programs and has contributed articles to the press on financial planning. He has been a featured speaker across the country to various government, corporate, and professional groups. Chet is a former director and current portfolio review committee member for Value Partners Investments, an advisor owned investment firm stewarding $1.5 billion of client savings.
Chet joined Lawton Partners in 2014 in order to be able to offer the highest standards of advice and service to his clients. Chet has served his profession as past president of the Institute of Advanced Financial Planners and is currently on the board of the Canadian Institute of Financial Planners.
Chet is married to Patti, a senior executive with a large credit union. They have two children, Josh and Jenna. As a family they enjoy travelling and spending time at their cottage. Chet serves on the board of their cottage owners’ association. He has also been involved with the capital campaign for Luther College High School.
For more information on Chet and his team, please click here to be re-directed to his website.
- Wealth Professional magazine named him one of Canada’s Top 50 advisors in 2014 and 2015
- Better Business Bureau Torch Award winner 2006
- Registered Financial Planner (R.F.P.)
- CERTIFIED FINANCIAL PLANNER® certificate, CFP®
- Canadian Securities Course
- Canadian Investment Funds Course
- CSI Branch Managers Course
- Institute of Advanced Financial Planners
- Canadian Institute of Financial Planners
- Financial Planning Standards Council
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 in an administrative capacity. While she excelled in this role, she also continually expanded her education and knowledge to better serve the firm and its clients. She moved into a purely client advisory role in 2012 and in 2015 became a partner of Brothers & Company.
Trudy hails from Kingston, Jamaica. She has an Undergraduate Degree in Productions and Operations Management, with Honors from the University of Technology, Jamaica. She moved to Canada to study at Niagara College where she received a Post-Graduate Certificate in International Business with distinction. She also received the award for top international student in her program of study from Niagara College.
At a job fair, she learned of the opportunities in Saskatchewan and made the move to Regina.
At Brothers & Company, Trudy takes care of a broad range of client administration, including handling back office procedures to ensure that trades and account transactions are processed efficiently and accurately. Trudy holds her mutual fund license.
Outside of work, Trudy is the full-time mother of two. She has a passion for Reggae music and enjoys dancing. She also enjoys exploring Regina’s parks, going out for dinner with family and friends, as well as volunteering in her community.
- Bachelor of Business Administration (Hon)
- Post Graduate Certificate (Distinction)
- Life License Qualification Program (LLQP)
- Canadian Investment Funds Course