OUR STORY
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 Insurance Agents and 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!
Super Efficient
Deeply Commited
Highly Skilled
OUR LEADERSHIP
Bert Gerst
Senior Corporate Estate Strategist
Bert has worked for over 15 years in many leading Canadian financial services firms. He started as a Financial Advisor and gradually moved up through the ranks to manage a team of professionals that provided financial advice to clients. Eventually, Bert associated himself with an Accounting firm, where he became the Head of their Corporate Estate Planning division. His comprehensive knowledge in investor relations built over 25 years of experience enables him to understand his client’s needs and allows Bert to focus his energy on providing a suite of services and strategies best suited for business owners and their families.