Gerald L. Goertsen of De Thomas Wealth Management is rank 5 in Wealth Professional Canada's 2019 Top 50 Advisors
De Thomas Wealth Management
Moving up from number 24 in 2018 to number five on this year’s Top 50 Advisors list, Gerald Goertsen of DeThomas Wealth Management has 17 years in the financial industry behind him, but he plans to keep going strong for years to come. “I see myself working in the industry for another 22 years,” he says.
Goertsen originally entered wealth management so he could help others avoid the financial pitfalls he experienced. Now he’s doing just that for a whopping 1,723 clients (the highest number on this year’s list), including 270 new clients added over the past year. Even with such a high number of clients, Goertsen is focused on exceeding all of their expectations. “My proudest moments are when I am able to let a client know that they can spend more money,” he says, “because their retirement accounts have more than they will need.”
Goertsen places a great deal of importance on relationships and believes they’re the key to success for advisors in the current environment. “Advisors today need to make sure that they are adding value to all of their relationships,” he says. “If they are just selling products, they will be replaced by a robo.”
