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
With over 15 years of experience in the financial and insurance industry, I've had the privilege of serving hundreds of families and business owners. I'm naturally inquisitive, and this attribute leads to long, meaningful relationships with our clients.
The essence of our partnership is trust. We believe you either have trust or you don’t, there’s no in-between. We value our client partnerships as these relationships allow us to do something valuable which gives our business purpose.