Generational Wealth Group
Generational Wealth Group helps successful families and business owners preserve more of what they've built through coordinated tax, estate, and insurance planning.
The greatest threats to wealth are often the ones people don't see coming.
Taxes, estate costs, business succession challenges, and inadequate risk planning can significantly reduce the value ultimately passed to family, partners, and future generations.
At Generational Wealth Group, we work alongside your existing professional advisors to identify opportunities, quantify outcomes, and implement strategies designed to preserve wealth and create a lasting legacy and financial certainty.
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!