Multi-Gen Wealth Group

Multi-Gen Wealth Group

Financial Services

Concord, Ontario 202 followers

Your Financial GPS... so, where to?

About us

Multi-Gen Wealth Group is a financial planning practice based in Vaughan, ON which operates virtually and physically throughout the Greater Toronto & surrounding area. Multi-Gen Wealth Group believes in the value of advice and planning. We work closely with our clients to put in place robust financial solutions to meet their unique goals and priorities. Those financial solutions typically consist of investments, insurance, mortgages as well as an abundance of other financial tools. When building Financial Plans for our clients, we will often make referrals to other professionals (ie. lawyers, accountants, realtors, mortgage brokers, etc…) in order to assist clients with full implementation of their plan. In that way, we are at the centre of the client’s financial journey through life. We want it to be as pleasant as possible.

Industry
Financial Services
Company size
2-10 employees
Headquarters
Concord, Ontario
Type
Privately Held
Founded
2021

Locations

Employees at Multi-Gen Wealth Group

Updates

Similar pages