Genesis Wealth

Solutions

For businesses and professionals

You worked hard to build your business. We want to help you improve and protect it. Whether you are starting a new venture or maintaining a successful one we can help you address your needs.

Protect your business

  • Life Insurance
  • Disability Insurance
  • Critical Illness Insurance

Protect your employees

  • Benefit plans for small businesses
  • Healthcare and dental care benefit plans
  • Wellness and disability benefit plans
  • International benefit plans
  • Online services
  • Life and accidental death and dismemberment benefit plans

Contact us to find out more.

For individuals and families

Investment products and plans

Whether you are saving for your child’s education, planning a vacation, building a nest egg, or managing your finances during retirement, we can help you create an investment portfolio that fits your needs.

  • Segregated fund policies
  • Mutual funds
  • Retirement Savings Plan (RSP)
  • Registered Education Savings Plans (RESP)
  • Guaranteed interest options and payout annuities
  • Tax-Free Savings Accounts (TFSA)
  • Locked-in Retirement Account (LIRA)
  • Registered Disability Savings Plan (RDSP)
  • Non-Registered Investment Accounts
  • Registered Retirement Income Fund/Life Income Fund (RRIF/LIF)

Insurance

In addition to helping you build and manage your investments Genesis Wealth Solutions advisors can help you to choose insurance products to reduce financial risk to you and your family, including:

  • Individual life insurance
  • Mortgage life insurance
  • Disability insurance 
  • Critical illness insurance
  • Health and dental insurance

Contact us to find out more.

The next step

The Revelation planning process has been the foundation of our success with clients. We do our research to thoroughly understand our clients and their current financial state. By identifying their risk points, we use consistent planning and investment principles and a process that has a proven track record to tailor a plan that simply brings it all together. We are guided by the following Revelation principles:

  • Honesty
  • Full Disclosure
  • Confidentiality
  • Non-Judgmental
  • Educational and informative
  • Collaborative

Let’s take the next step together!

4-Stage strategic investing

Research has proven that selecting investments based upon recent returns, current news, and predictions for the future is an ineffective approach over the long term.

Genesis Wealth Solutions focuses on the unique requirements of each client; whether for long-term growth, risk minimization, tax-efficiency, or other needs. With a thorough understanding of our client’s objectives and circumstances we create a customized long-term investment strategy. A specific investment plan helps maintain the discipline required to achieve long-term objectives.

Our methodology focuses on optimization of portfolios by providing diversification to maximize potential returns for an acceptable level of risk, or to minimize expected risk for a desired rate of return. We achieve this through a 4-stage process.

Stage 1 - Strategic asset allocation

  • Identification of your unique objectives.
  • Match your investor profile to an optimal asset mix.
  • Review your current portfolio profile and objectives.

Stage 2 - Strategic asset location

  • Enhance portfolio tax efficiency.
  • Establish the appropriate investment structure.

Stage 3 - Strategic investment selection

  • Broad diversification by determining the specific investment funds.

Stage 4 - Reviews and rebalancing

  • Review your asset mix on a periodic basis.

This strategy creates a methodical process to “buy low and sell high” and may increase potential returns and reduce expected risk over time.