Gerald Goertsen of De Thomas Wealth Management is rank 20 in Wealth Professional Canada's 2017 Top 50 Advisors
De Thomas Wealth Management
Kelowna, BC
Dually licensed as a mutual fund and life insurance advisor since 2002, Gerald Goertsen is committed to self-improvement in his chosen profession, recently completing his CFP designation. Now in his 15th year in the business, Goertsen added $31.55 million to his AUM in 2016, representing a 28% increase – evidence that education brings its own rewards.
Kelowna, BC
Dually licensed as a mutual fund and life insurance advisor since 2002, Gerald Goertsen is committed to self-improvement in his chosen profession, recently completing his CFP designation. Now in his 15th year in the business, Goertsen added $31.55 million to his AUM in 2016, representing a 28% increase – evidence that education brings its own rewards.
