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.

Founded in

Canada