Generational Wealth Group 

About

We work with successful Canadian families and business owners to strategically protect what they have built today and plan for the successful transition of wealth to the next generation and beyond. 

I’ve seen families and businesses with the right insurance planning in place and those without. I saw the stark difference it made, so I resolved and committed to partnering with families and business owners that are serious about growing, protecting and transferring wealth.  

 

The money you have earned is subject to multiple layers of taxation before it is available to the intended recipients. Clients work with us to protect their wealth, their businesses and loved ones to ensure more of what they have built stays within the family and less goes to tax.

We work in concert with our client's professional advisors to ensure that all aspects of their financial needs are addressed. Our clients’ advisors have unwavering confidence in our planning process, as well as our reputation for intensive ongoing administrative follow-up and review.

Generational Wealth Group's partners are experts in tax law, estate planning, life insurance and finance. 

Mission


Helping Canadians build Generational Wealth 
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Values

Our work will be guided and informed by our beliefs and commitments to:

Integrity - doing what we say we are going to do

Transparency - Being vulnerable with nothing to hide

Humility - We act in service of others and put our clients best interests first



 

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