Gisele Gherasim

306-337-4500 | ggherasim@brothersandco.ca | Website

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.

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.) as well as the Certified Executor Advisor (CEA) designations. She has also acquired the Chartered Financial Divorce Specialist (CFDS) designation. Gisele is married with two children. She is active in her community in a volunteer capacity for various organizations and events.

Education

  • Certified Financial Planner® certificate, CFP®
  • Chartered Financial Divorce Specialist (CFDS)
  • Life License Qualification Program (LLQP)
  • Canadian Investment Funds Course

Team

Chet Brothers

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.

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Trudy Young-Grant

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.

Education

  • Bachelor of Business Administration (Hon)
  • Post Graduate Certificate (Distinction)
  • Life License Qualification Program (LLQP)
  • Canadian Investment Funds Course

contact us today

204.944.1144

1.888.944.1144 | info@lawtonpartners.ca

10th Floor – 305 Broadway | Winnipeg, Manitoba | R3C 3J7

For directions to our offices click here