Generations Family Wealth is a boutique firm providing a full complement of financial services. Our principals have the knowledge, expertise and experience to take care of not just your personal financial needs but that of your entire family.
Danny Carestia, B.A., CFP®, C.H.S., E.P.C
Danny is a pioneer in the financial planning profession having earned his CFP® in 1999, at a time when only 10,000 in Canada had that designation.
He launched his career as a financial advisor with Sun Financial, establishing his clientele among friends and family, and by going door-to door. In 2004 Danny launched C&C Planning, a partnership which provided financial planning, insurance & investments. In 2015 it became Generations Family Wealth.
Danny’s focus is to help families and small business owners develop unique, individualized financial plans that blend his client’s values with basic financial requisites.
Generations Family Wealth embodies this unique values-based approach to financial and investment planning. Danny understands that clients know what they want from their money – he views his responsibility as helping them fulfill their goals.
Danny works hard to increase his community’s financial literacy by providing advice to low income earners. Working with Prosper Canada, Danny provides short-term relief and an educational foundation to enable them to move forward.
Danny believes that good financial habits start early and identifies youth as an under-serviced group when it comes to receiving good financial advice and information.
Through Junior Achievement, Danny leads an introductory financial literacy program for grade 7 students. For young adults 16-25, Danny created “The Young Adults Money Forum”, a popular workshop covering the basic concepts of budgeting, debt management, mortgages, and savings. He encourages them to consider their monetary values when they establish financial objectives and timelines.
In order to better serve his clients, Danny established an advisory group of professionals (lawyers, accountants, human resource specialists and others) that exchange ideas and share best practises. Danny wants to be able to provide his clients with sound advice or direct them to the best professionals.
Danny received Wealth and Finance International’s Wealth Money Management Award in 2014, which pays “homage to the leading professionals for going above and beyond in assisting their clients with managing their wealth, planning for the future of their business or their family and for providing sound advice in all areas of finance.”
Danny listens, and firmly believes that if you are smart about your money, it will help you do what you value!
When it comes your financial future -no matter the question – Danny wants to be your first call!
Amanda received her diploma in Office Administration and International Business from Centennial College in 1997. She then started working at Zurich Life in the group insurance customer service call center moving on to Liberty Health in 2000 in the same capacity.
In 2001, Amanda was hired as the office manager of C-S Sprackman Insurance Agency where she expanded her knowledge of the insurance industry and gained experience from a broker’s perspective.
In 2007, Amanda was approached to join C&C Planning and Insurance Group as office manager and currently retains that role with Generations Family Wealth.
In order to better serve our clients, Generations Family Wealth has created a team of qualified, trusted professionals who act as a resource on specific issues from insurance to taxes and other business and family related issues. We want to be ready for all your wealth management questions.
What’s important about money to you?
Call TODAY to find out how we can help you build the best future for your family!