Generational Wealth Group
We work with successful Canadian families and business owners to strategically protect and grow 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 proper insurance planning in place and those without. I saw the stark difference it made, so I committed to partnering with families and business owners serious about growing, protecting, and transferring wealth.
The money you have earned is subject to multiple layers of taxation before it is available for the intended recipients. Clients work with us to protect and grow their wealth, businesses, and loved ones to ensure more of what they have built stays within the family, and less goes to tax.
We collaborate with our client's professional advisors to ensure our insurance strategies complement and enhance our client's financial position. Our clients' advisors have unwavering confidence in our planning process and our reputation for intensive ongoing administrative follow-up and review.
Mission
Help Canadians build, protect and transfer wealth & legacy.
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 client's best interests first
Patrick Devitt President, CEO
With more than 20 years in the financial and insurance sectors, I have had the honor of assisting countless families business owners. My natural curiosity fosters, meaningful connections with our clients. At the core is trust; it’s an all-or-nothing proposition. We cherish our client relationships, as they empower us to value and provide purpose to our business.
Emile Solanki, Sales Director
With over 20 years in financial services, Emile managed UK local government projects before moving to Canada in 2009. He spent 7 years at IG Wealth Management as an advisor, practice manager, and field trainer, then 5 years at TD PWM national office, where he developed private wealth insurance strategies. Emile joined Canada Life in 2021 as Regional Director. Emile is keen to infuse emotional intelligence into the conversation, challenge the status quo, strongly advocate for the customer, and always look for new ways to keep the insurance conversation fresh and exciting!