Our team of experienced advisors offer a knowledge base with a proven track record of guiding effective financial solutions for families, individuals, businesses, and professionals. Choosing a Genesis Wealth Solutions advisor is the first step to managing your financial future.
Your financial security advisor and investment representative will use the Revelation planning process to help:
INSURANCE | INVESTMENT PLANNING |EMPLOYEE BENEFITS|TAX STRATEGIES|RTIREMENT PLANNING | ESTATE PLANNING
“What I love most about this business is helping people to reach their financial security goals. I feel my job is to inform and educate clients, whether they are successful business owners or business professionals, seniors, or your average family, on what options are best suited to their unique situation, and to coach them along their journey to financial security success.”
Learn more about Mark and what clients are saying about his service.
“I went to Georgian College thinking I was going to have a career in the golf business, but it didn’t allow me to do what I really want to do, and that is – to help people. Making sure people’s families are properly cared for via a proper insurance plan, or by properly diversifying clients’ investment assets to help protect their financial future, gives me tremendous satisfaction.”
Learn more about Greg and what clients are saying about his service.
“Helping clients protect their family’s financial future and put in place plans to help achieve their financial goals has given me a great deal of personal satisfaction.”
Learn more about Paula and what clients are saying about her service.
“Helping clients create wealth while minimizing risk is a passion I have. I find the creation of comprehensive Financial Plans that help clients navigate through all stages of their financial life to be extremely rewarding. I thoroughly enjoy building relationships with my clients that extend beyond the advisor-client relationship.”
Learn more about Ryan and what clients say about his service.
Genesis Wealth Solutions is an authorized distributor for The Canada Life Assurance Company and has partnered with the following companies to offer our clients preferred access to knowledge that helps to support achieving their goals.