20 GERALD GOERTSEN

20 GERALD GOERTSEN

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.
 

Company Information

  • De Thomas Wealth Management
  • 102 – 1658 Commerce Ave. Kelowna, British Columbia V1X 8A9

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