Gerald Goertsen EPC, CFP®

(250) 862-2033

Gerald is a Certified Financial Planner® and Elder Planning Councillor® dually licensed to offer both Mutual Funds (2002) and Insurance Products (2001). Gerald has been ranked as one of the Top 50 Wealth Advisors in Canada for the past five consecutive years (2017-2021) as seen in Wealth Professionals Magazine. Gerald manages his business 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. Gerald only invests in "No Load" funds in order to allow his clients the flexibility they need to make changes without cost. In addition, Gerald provides Family Pricing, where his "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) Gerald is able to lower his clients total fees so that their accounts can grow a little more.