Helping You To Protect What Matters Most
Financial security begins with having confidence in an advisor that can provide effective solutions tailored to your unique lifestyle and financial situation.
Genesis Wealth Solutions is a full-service financial security planning firm serving Southern Ontario businesses, business owners, professionals, families, and individuals. Using a personalized and strategic process that considers immediate and long-term needs, we put clients on the right path to achieving their financial security goals.
Our successful ‘Revelation’ planning process is guided by a disciplined approach and consistent and identifiable principles. In particular, this methodology has helped business owners, professionals, and high-net worth individuals to maximize asset value and minimize loss through taxation.
Supported by our team of advisors with access to some of the top financial and risk management companies in Canada – The Canada Life Assurance Company, Quadrus Investment Services Ltd., ManuLife, SunLife, and MacKenzie Investments, and a large team of specialists, Genesis Wealth Solutions is well-positioned to guide successful financial strategies.
We welcome the opportunity to help you to get started “protecting what matters most”.
About us
Meet our team of expert advisors, learn about our network of partners, and commitment to our community.
Solutions
Successful strategies for Businesses and Professionals, Individuals and Families.
Resources
Our Resources page includes financial calculators, preparation advice for your first meeting and links to our latest News
What clients are saying
Our clients have great things to say about us.
During the three years working with Ryan we got married, bought a house and had our first child, any one of which would have been a stressful situation. Ryan was able to guide us in making the best decisions with his financial knowledge and understanding.
I was not happy with the interest I was earning on my bank investments. Paula came to my home, looked at everything and came up with suggestions to maximize my investments. I would highly recommend Paula.
Mark did a great job in helping us to improve our employee Group Benefits plan while bringing additional value to our employees via highly informative seminars on various financial topics.
Serving Ontario businesses, individuals, and families since 2009.