Planning is the most important step to success and living the life that you value and want for your family.
Generations Family Wealth financial plans don’t dictate your life, but provide guidelines for success.
- Comprehensive Personal Financial Planning
- Business Succession Planning
- Trust & Estate Planning
- Retirement Planning
- Income Tax Reduction Strategies
- Wealth Accumulation Strategies
- Charitable Giving Planning/Strategies
- Elder Planning Counsellor
*Generations Family Wealth offers clients fee-for-service payment model, providing independent, unbiased advice not geared toward a particular product.
Driven by your unique financial plan, we take a disciplined approach to growing your wealth that takes into consideration: your timelines for each objective, risk tolerance and comfort with wealth management strategies.
- Access to over 20 GIC providers to get you the best rates available.
- Access to the top Mutual Fund companies in Canada.
- Access to top Private Wealth Managers such as:
- Manulife Private Bank and Private Wealth Management [under referral arrangement]**
- Connor, Clark and Lunn Private Capital Ltd.[under referral arrangement]
**Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc.
Generations Family Wealth helps you and your family protect what is important to you and what you value.
- Life Insurance
- Disability Insurance
- Critical Illness Insurance
- Long Term Care Insurance
- Segregated Funds
- Individual Long Term Care Insurance