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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

Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.