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Gerald is a Certified Financial Planner® and Elder Planning Councillor® dually licensed to offer both Mutual Funds (2002...
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As a Certified Financial Planner, CFP® and Elder Planning Counselor-EPC, I am dually licensed to offer both Mutual funds...
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I am a Certified Financial Planner® dually licensed to offer both Mutual Funds (2005) and Insurance Products (2005). My...
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My main goals are to educate families in the area of finance and to share strategies for wealth creation. I have found...
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As a financial advisor I serve my clients by offering a detailed approach to looking at ways to save clients money. I...
![Mark Dreger](/sites/dethomaswealth.us1.advisor.ws/files/styles/portrait_500x600/public/images/mark_dreger_1.png?h=b3071024&itok=K66rm2b-)
Mark joined the Kelowna office of De Thomas Wealth Management in the spring of 2020. Mark received his Qualified...
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In 2017, Chris graduated from UBCO with a Bachelor of Science Degree with Honours in Chemistry. During his time at...
![Ryan Mcveigh](/sites/dethomaswealth.us1.advisor.ws/files/styles/portrait_500x600/public/images/ryan_mcveigh_1.png?h=af527c1c&itok=ZGxKfFdP)
Ryan is dually licensed as a Mutual Fund Advisor and an Insurance Agent. In 2021, Ryan successfully completed the Quali...
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I have been working with Gerald Goertsen, CFP® since January 2008 and became a Licenced Mutual Fund assistant in 2018...
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I entered the world of insurance and finance in 2013 when I accepted a position as reception/administrator with De...
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I joined the Kelowna division of De Thomas Wealth Management in December 2019. With over 9+ years in my business...
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As of December 2021, Ashley happily became part of the Kelowna DeThomas Wealth Management team as a receptionist and...
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I've been enjoying my position as an office administrator with the Kelowna office of De Thomas Wealth Management since...
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Maxine joined Gerald Goertsen and De Thomas Wealth as an assistant administrator in 2021.
Prior to this, Maxine...