About us
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:
- identify what financial security means to you,
- analyze your current situation, goals, and dreams,
- identify any roadblocks to achieving success,
- build a plan that considers your short and long term goals, and
- regularly review your financial security plan, ensuring it evolves with your changing needs.
INSURANCE | INVESTMENT PLANNING |EMPLOYEE BENEFITS|TAX STRATEGIES|RTIREMENT PLANNING | ESTATE PLANNING
Insurance Advisor
Investment Representative
Office: | 519-212-2900 |
Service specializations:
- Investment management (RSPs, TFSAs, Non-Registered plans, LIRAs, etc)
- Estate planning, tax minimization, and asset maximization
- Life insurance as a tool to transfer risk, build wealth, and enhance estate value
“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.
Investment Representative
Office: | 519-860-2748 |
Service specializations:
- Ensuring young families have a great mortgage product in place
- Protecting the financial security of young families
- De-risking investment portfolios
“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.
Investment Representative
Office: | 905-730-9380 |
Service specializations:
- Employee benefits & savings plans for retention
- Agricultural estate planning
- Life insurance for all stages of life
“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.
Investment Representative
Office: | 519-771-4004 |
Service specializations:
- Goals based planning (i.e. Retirement, home down-payments)
- Planning for life’s unexpected events
- Group Retirement Services
“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.
Investment Representative
Office: | 226-924-4990 |
Service specializations:
- Investment management (RSPs, TFSAs, Non-registered plans, LIRAs, etc.)
- Finding the life insurance plan that best fits your lifestyle and financial goals
- Mortgage consulting and planning for homebuyers, with complete transparency and attention to detail
"My motto is to make a difference one client at a time. I try to give my clients the time and quality advice that they deserve, giving them 100% of my attention."
Learn more about Mark and what clients are saying about his service.
Investment Representative
Office: | 519-277-0012 |
Service specializations:
- Goal-oriented investment strategies and plans (RRSP, RESP, TFSA, FHSA, etc.) in Mutual or Segregated Funds
- Tailored insurance solutions for individuals and families
- Comprehensive retirement and estate planning
“Being an aspiring newcomer to the business, I felt I could immediately make a positive impact on the lives of my clients, using my past education, current knowledge, and the experience of my father and the Genesis team! I take great pride in doing what is best for the client and seeing them strive towards financial freedom.”
Learn more about Matt and what clients say about his service.
Our Partners
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.
Supporting our Community
Genesis Wealth Solutions is pleased to be a community partner supporting the following charitable organizations: