Gerald is a Certified Financial Planner® and Elder Planning Councillor® dually licensed to offer both Mutual Funds (2002...
In 2017, Chris graduated from UBCO with a Bachelor of Science Degree with Honours in Chemistry. During his time at...
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...
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...
I joined the Kelowna office of De Thomas Wealth Management in the spring of 2020. I am an Elder Planning Counselor and...
- BA - U of BC/Simon Fraser University- Math and History
- Professional Teaching Certificate- SFU
- Religious Studies...
I have been working with Gerald Goertsen, CFP® since January 2008 and became a Licenced Mutual Fund assistant in 2018...
I entered the world of insurance and finance in 2013 when I accepted a position as reception/administrator with De...
I am dually licensed as a Mutual Fund Advisor and an Insurance Agent. In 2020, I completed my Elder Planning Counsellor...
I joined the Kelowna division of De Thomas Wealth Management in December 2019. With over 9+ years in my business...
In 2018, after relocating from Alberta, I joined the team under the leadership and guidance of Gerald Goertsen, CFP®. I...
I've been enjoying my position as an office administrator with the Kelowna office of De Thomas Wealth Management for the...