Gerald Goertsen

Certified Financial Planner® and Elder Planning Counselor at De Thomas Financial Corp - Thornhill, ON, CA

Gerald Goertsen's Colleagues at De Thomas Financial Corp
Ryan McVeigh

Licensed Mutual Funds and Insurance Agent

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Susan Tabachnick

Corporate Branch Manager, Compliance

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Wayne Lennea

Branch Manager

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Jason De

Financial Advisor

Contact Jason De

Greg Wade

Investment Advisor

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Rick Russell

Financial Advisor

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Ray Roberts

Certified Financial Planner

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Gerald Goertsen's Contact Details
Email (Verified)
***@dethomaswealth.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
905-731-9800
Location
Kelowna,British Columbia,Canada
Company
De Thomas Financial Corp
Gerald Goertsen's Company Details
De Thomas Financial Corp logo, De Thomas Financial Corp contact details

De Thomas Financial Corp

Thornhill, ON, CA • 20 - 49 Employees
Financial Services

You will quickly find we are a totally different type of investment firm than any other you have encountered.How many other investment firms have told you..."that you are in a life and death struggle with the investment industry. The investment industry is built on people trading and the more they trade the better it is for them (not you)."We wholeheartedly agree with noted financial author-turned-investment advisor Dr. William Bernstein who puts it this way - "investment brokers service their clients the way Bonnie and Clyde serviced banks."Why are we different? Since you have taken the time to visit our website, do not waste it. We have put information on our site designed to make you, the reader, a more educated investor. We believe that better education and knowledge will make you a more powerful investor.

Wealth Management Financial Planning Insurance Planning Tax Planning Custom Investment Portfolios
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Frequently Asked Questions about Gerald Goertsen
Gerald Goertsen currently works for De Thomas Wealth Management.
Gerald Goertsen's role at De Thomas Wealth Management is Certified Financial Planner® and Elder Planning Counselor.
Gerald Goertsen's email address is ***@dethomaswealth.com. To view Gerald Goertsen's full email address, please signup to ConnectPlex.
Gerald Goertsen works in the Financial Services industry.
Gerald Goertsen's colleagues at De Thomas Financial Corp are Ryan McVeigh, Susan Tabachnick, Wayne Lennea, Jason De, Greg Wade, Rick Russell, Ray Roberts and others.
Gerald Goertsen's phone number is 905-731-9800
See more information about Gerald Goertsen