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

March 2024 market update

Apr 05, 2024 - Canada Life

For the month ended March 31, 2024. Read our monthly update to find out what’s been moving markets....

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Supporting your parents financially

Mar 28, 2024 - Canada Life

It’s more common for people to support their parents financially due to a lack of retirement savings and parents outliving their savings. Combining government assistance with a financial strategy can maintain financial stability for both generations....

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How to balance your career and caregiving duties 

Mar 21, 2024 - Canada Life

If you’re balancing your career and caregiving, it’s important to seek help from your employer as well as your support network at home to help you mentally, physically and financially....

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