Chris Paterson BSc (Hons)

In 2017, I graduated from UBCO with a Bachelor of Science Degree with Honours in Chemistry. During my time at university, I conducted undergraduate research in inorganic synthesis and performed a number of executive roles for the Chemistry Course Union. After spending two years as an Analytical Chemist for a pharmaceutical company, I followed my passion for finance and joined Gerald Goertsen’s team at De Thomas Wealth Management. In the spring of 2020, I earned my Mutual Fund license and began my role as an Assistant Advisor to Gerald Goertsen (CFP®). In order to better support Gerald’s Mutual Fund clientele, I continue to expand my knowledge by pursuing both the Elder Planning Counselor and Certified Financial Planner® designations. I feel very fortunate to call the Okanagan Valley my home, as I enjoy mountain biking, hiking, and snowboarding.