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We are committed...
To ensuring your success and optimizing your wealth!
We provide our clients with personalized financial solutions and advice to help them at every stage of their lives. We specialize in the mentorship of Insurance Agents and Financial Planners, the tax & accounting needs of Business Owners,  and corporate estate planning!

ABOUT US

Gerst & Associates was co-founded in 2017. Collectively, the team has over 50 years in the tax, accounting and finance industry and in client facing sales and marketing roles.

Since its establishment, Gerst & Associates has helped Financial Planners develop their skillsets, knowledge and experience and provided Business Owners security, stability and peace of mind. This is done by utilizing a smart guarded proprietary process and program that helps Insurance Agents, Financial Planners and Business Owners create wealth up to 5x faster.

Gerst & Associates has a modern approach to modern problems and has cracked the code to attaining real freedom and success. Gerst & Associates is committed to making a difference and having our clients feel great!

OUR SERVICES

TESTIMONIALS

"Bert and his team have a way of making complicated terms easily understandable even if you are a newbie in this field. Their desire to mentor new financial advisors and transfer their wealth of knowledge is admirable to say the least."

- Don G.
"I am writing this recommendation letter in regards to Bert Gerst and his team that have many years of
experience dealing with running a Financial Services Practice. As a student of G&A, I can recommend their training for anyone interested in learning about becoming a professional Financial Advisor."


- Basil P.
"Bert has recently started a Financial Training program for those who would like to become financially wealthy with proven strategies. He has an excellent command on the subject matters and provides detailed answers to those who need further clarification"

- Aslam C.

Contact Us

Office Number: +1 (403) 700-3413

240N, 3015 5th Ave NE
Calgary AB, T2A 6T8