Gerald Goertsen EPC, CFP®

(250) 862-2033

I am a Certified Financial Planner® and Elder Planning Councillor® dually licensed to offer both Mutual Funds (2002) and Insurance Products (2001). I have been ranked as one of the Top 50 Wealth Advisors in Canada for 2017, 2018, 2019 and 2020 (as seen on Wealth Professionals Magazine). My business is run with a “no fees in; no fees out; investing the way it should be” approach. No commissions or fees are charged to purchase, sell, redeem or switch funds. I use "No Load" funds in order to allow my clients the flexibility they need to make changes without cost. In addition, I offer Family Pricing. My Family Pricing model totals the balance of a client’s portfolio + any family member/s portfolios and offers the lower MER-expense fee to ALL family member investments. This helps those starting out as well as seasoned investors. By utilizing Series F funds and an Advisor Agreement (where available) I lower their total fees so that their account can grow a little more.