Gerald is a Certified Financial Planner® and Elder Planning Councillor® dually licensed to offer both Mutual Funds (2002...
As a Certified Financial Planner, CFP® and Elder Planning Counselor-EPC, I am dually licensed to offer both Mutual funds...
I am a Certified Financial Planner® dually licensed to offer both Mutual Funds (2005) and Insurance Products (2005). My...
My main goals are to educate families in the area of finance and to share strategies for wealth creation. I have found...
As a financial advisor I serve my clients by offering a detailed approach to looking at ways to save clients money. I...
Mark joined the Kelowna office of De Thomas Wealth Management in the spring of 2020. Mark received his Qualified...
In 2017, Chris graduated from UBCO with a Bachelor of Science Degree with Honours in Chemistry. During his time at...
Ryan is am dually licensed as a Mutual Fund Advisor and an Insurance Agent. In 2021, Ryan successfully completed the Qu...
I have been working with Gerald Goertsen, CFP® since January 2008 and became a Licenced Mutual Fund assistant in 2018...
- BA - U of BC/Simon Fraser University- Math and History
- Professional Teaching Certificate- SFU
- Religious Studies...
I entered the world of insurance and finance in 2013 when I accepted a position as reception/administrator with De...
I joined the Kelowna division of De Thomas Wealth Management in December 2019. With over 9+ years in my business...
As of December 2021, Ashley happily became part of the Kelowna DeThomas Wealth Management team as a receptionist and...
I've been enjoying my position as an office administrator with the Kelowna office of De Thomas Wealth Management since...
Maxine joined Gerald Goertsen and De Thomas Wealth as an assistant administrator in 2021.
Prior to this, Maxine...