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Chad Zerr, PFP

Financial Planner, Investment & Retirement Planning

Let's work together to achieve your financial goals

My Commitment to You

My passion is applying financial knowledge and skills to help my clients develop a personal financial strategy. I will take the time to understand what matters most to you, then recommend strategies for reaching your goals—whatever they may be!

Languages Spoken: ENGLISH

Contact Me

Phone Icon (250) 720-1834

Location Icon PARKSVILLE, BC

A Different Approach to Financial Planning

We invite you to spend some time with our interactive tool to identify your top 3 retirement priorities and see how they can be reflected in a personalized retirement plan.

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Ways I Can Help You

Here are just a few ways I can help meet your investment, retirement and financial planning needs.

Balance Your Priorities Icon Balance Your Priorities

Invest for the Future Icon Invest for the Future

Plan Your Retirement Icon Plan Your Retirement

Define Your Legacy Icon Define Your Legacy

Implement Tax Strategies Icon Implement Tax Strategies

Enjoy Your Retirement Icon Enjoy Your Retirement

Reports & Insights

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Global Investment Outlook

For more on our current view and outlook, consult The Global Investment Outlook


Economic Outlook

Produced by RBC Global Asset Management's Chief Economist Eric Lascelles, the #MacroMemo covers what's on our economic radar for the week

Discover and Learn

The Million-Dollar Retirement Myth

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Budgeting Tips

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The Silicon Valley Secret: A Growth Mindset

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View Legal Disclaimers

Financial planning services and investment advice are provided by Royal Mutual Funds Inc. (RMFI).  RMFI, RBC Global Asset Management Inc., Royal Bank of Canada, Royal Trust Corporation of Canada and The Royal Trust Company are separate corporate entities which are affiliated. RMFI is licensed as a financial services firm in the province of Quebec.