Genesis Wealth Management Corp. is an independent advisory firm dedicated to offering objective financial guidance. As a fee-only firm, they operate on a fiduciary standard, aiming to eliminate conflicts of interest by not accepting commissions or selling proprietary products. Their services encompass holistic wealth management, including financial planning, investment strategy, retirement planning, and estate planning, tailored to the specific needs of their clients. The firm was founded to provide a client-centric alternative to larger, commission-based financial institutions.

Founded in

Canada