Certified Financial Planning® & Financial Advice
Investments | Insurance | Lending | Financial Planning

Multi-Gen Wealth Group is a financial planning practice based in Vaughan, Ontario which operates virtually and physically throughout the Greater Toronto Area.

Our mission is to assist our clients (and Canadians in general) with the ProtectionAccumulationEffective Use & Eventual Transfer of their Multi-Generational Wealth, in the most tax-efficient and responsible way possible.

Multi-Gen Wealth is a strong advocate of continuing education and using a holistic planning process that seeks to include all aspects of our clients' financial situation while working toward the achievement of their goals.

Our holistic process is not unlike that of the Brain Changes Initiative’s lifestyle approach to Traumatic Brain Injury rehabilitation.  We are proponents of all that Brain Changes is doing to support our community and feel particularly aligned with the Brain Gains Run for Neurogenesis and its goal to raise awareness and promote a "Brain Healthy Lifestyle.”

After all, we want our clients to succeed; financially (of course); however, good financial health is not the only key to happiness and achievement.  Balance is paramount, and that includes living a Brain and Body Healthy lifestyle.

Let's chat about your financial goals. Click here to schedule us a Virtual Meeting or Phone Call.

Recent posts

May 2023 market update

Jun 07, 2023 - Canada Life Investment Management Ltd.

For the month ending May 31, 2023...

Read more

Take your donation dollars further

Jun 01, 2023 - Canada Life

Is charitable giving a part of your financial planning? Find out how you can take your donation dollars further...

Read more

Financial planning for 2SLGBTQI+ families

May 24, 2023 - Canada Life

From financial planning to estate planning, there are many aspects to financial wellness that are unique to 2SLGBTQI+ individuals, partnerships and families. Here are some considerations for your individual 2SLGBTQI+ financial planning...

Read more