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Chris Gerow, CFP®, CIM®, RIS

Chris Gerow, CFP®, CIM®, RIS

Manager

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  • Timeline

  • About me

    Director, Financial Planning and Advice

  • Education

    • Responsible Investment Association

      -

    • Financial Planning Standards Council

      -
      Certified Financial Planner

    • Canadian Securities Institute

      -
      Canadian Securities Course

    • Canadian Securities Institute

      -
      Chartered Investment Manager Portfolio Management

    • Canadian Institute of Financial Planning

      2013 - 2014
      Registered Retirement Consultant, RRC

    • IFSE Institute

      2011 - 2013
      Canadian Investment Funds Course Investments and Securities

    • IFSE Institute

      2011 - 2012
      LLQP Life License Insurance

    • Coursera

      2024 - 2024
      Product Management

    • Camosun College

      2008 - 2011
      Business Administration Business

  • Experience

    • Aloyd Fitness

      Jan 2008 - Jan 2010
      Manager

    • Investors Group Financial Services Inc.

      Jan 2011 - Aug 2015
      Consultant

      Investments, Lending, Insurance, Financial Planning, Recruiting, Training

    • Island Savings, a division of First West Credit Union

      Aug 2015 - Jul 2022

      First West Insurance Services Ltd., offering financial planning, life insurance and investments, is a wholly owned subsidiary of First West Credit Union. Island Savings Insurance is a trade-mark of First West Credit Union, and is used under license. Credential Securities, Investment AdvisorMutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Show less

      • Senior Wealth Advisor / Senior Investment Advisor

        Jan 2020 - Jul 2022

      • Senior Advisor - Investments and Insurance

        Aug 2015 - Dec 2019

    • First West Credit Union

      Jul 2022 - Oct 2023
      Director, Insurance and Advice

    • Island Savings, a division of First West Credit Union

      Oct 2023 - now
      Director, Financial Planning and Advice

  • Licenses & Certifications

    • Registered Retirement Consultant

      Canadian Institute of Financial Planning

    • Certified Financial Planner (CFP)

      FP Canada
      View certificate certificate

    • Chartered Investment Manager (CIM®)

      Canadian Securities Institute

    • Responsible Investment Specialist

      Responsible Investment Association
      View certificate certificate

    • Product Management Fundamentals

      Microsoft
      Dec 2024

  • Volunteer Experience

    • Pediatrics Helper

      Issued by Victoria General Hospital
      Victoria General HospitalAssociated with Chris Gerow, CFP®, CIM®, RIS

    • Board Member

      Issued by Marcus Karpati Foundation on Sept 2016
      Marcus Karpati FoundationAssociated with Chris Gerow, CFP®, CIM®, RIS

    • Executive Board Member

      Issued by BCSS Victoria on Sept 2014
      BCSS VictoriaAssociated with Chris Gerow, CFP®, CIM®, RIS