Meet Our Team
Jerry N. Gothard - CFP, CLU, Ch.F.C.
Branch Manager
- Certified Financial Planner
- Chartered Life Underwriter
- Chartered Financial Consultant
- Financial Services/Estate Planning Specialist for 30 years
- Mutual Fund Course
- Life Insurance Licensed - Level II (Ontario & Manitoba)
- Past Branch Manager for Manulife Financial
- Past Unit Manager for Sunlife Financial
- Past President, Thunder Bay Executive Association
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