Company Information

Get to know The Genesis Group

The Genesis Group is an independent wealth management firm that operates as a member of Kestra Financial. The company focuses on providing personalized financial planning and investment advisory services through its proprietary process called "The Genesis FORMula," which covers Financial Organization, a Retirement plan, and a Management system. Their mission is to help clients build, manage, and preserve their wealth through long-term relationships and tailored strategies, covering areas such as retirement planning, investment management, estate planning, and insurance solutions.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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The Genesis Group

Canada

Founded in

2015 (11 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.