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Gerry Jeffs, PFP, CFP

SENIOR FINANCIAL PLANNER, INVESTMENT AND RETIREMENT PLANNING

Let's work together to achieve your financial goals

My Commitment to You

For more than a century, RBC Financial Planners have provided trusted advice and solutions to individuals, families, institutions and charitable foundations. Put our award-winning global network to work for you.

Languages Spoken: English

Contact Me

Phone Icon (250) 228-9292

Location IconPARKSVILLE, 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.

Ways I Can Help You

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

My RBC Team

As my client, you will also enjoy the support of RBC professionals on my team. Together, we can help you reach your unique dreams and goals!

My Team

Stephen Hoodspith, PFP

Financial Planner, Investment & Retirement Planning

Chad Zerr, PFP

Financial Planner, Investment & Retirement Planning

My Partners

Nicole Thomas

Business Account Manager, 250-937-8757, nicole.thomas@rbc.com

Reports & Insights

Global Investment Outlook Thumbnail

Global Investment Outlook

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


Economic Outlook Thumbnail

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

What To Do When Markets Are Volatile

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Get up to $4,600 in value and 55,000 Avion points when you switch to an RBC mortgage

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2023-federal-budget.pdf

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