Brothers & Company is an independent Regina-based financial planning firm serving local individuals and families. Although we have built a long list of satisfied clients over our three decades in the business you'll never feel like "just another account." We're not a large bureaucratic national bank - and proud of it!
The highly personalized way we work with our clients makes our client experience quite different from other firms in the Regina area. We are one of the few firms who put clients' interests before our own and operate with total transparency. As opposed to a wealth management "platform" which may leave you wondering what you're invested in and why these decisions were made, your wealth will be managed with transparency.
The highly personalized way we work with our clients makes our client experience quite different from other firms in the Regina area. We are one of the few firms who put clients' interests before our own and operate with total transparency. As opposed to a wealth management "platform" which may leave you wondering what you're invested in and why these decisions were made, your wealth will be managed with transparency.
Services
Our clients tend to be individuals or families in the local Regina area with $1MM of wealth or more. Our long-tenured team has worked together for several decades. Gisele has worked with Brothers for 23 years and is a partner at the firm. As the firm's successor, she is poised to continue the legacy of the firm and delivering its highly personalized client experience in decades to come.
We provide our clients with a suite of services that are inclusive of all aspects of your wealth and your life. It all begins with a financial plan. We insist on doing a plan for every client, even if in some cases it may not be a complex one. These plans incorporate in-depth knowledge of your life as well as the insight we gain from actively participating in and volunteering with continuing education and financial planning organizations.
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