Genea Wealth | Assante Financial Management Ltd.

Company

Genea Wealth | Assante Financial Management Ltd.

Financial Services Vancouver, British Columbia, Ca 4 employees

Employees: 4
Contacts: 1
Emails: 1

geneawealth.ca LinkedIn

Genea Wealth | Assante Financial Management Ltd. Overview

Headquarters: Vancouver, British Columbia, Ca
Website: geneawealth.ca
Industry: Financial Services
Employees: 4
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

tax planning retirement planning estate planning financial planning investment planning insurance cash management charitable giving

About Genea Wealth | Assante Financial Management Ltd.

We are a value driven team offering multi-generational planning and advice, retirement planning, tax planning, investment planning, estate planning and insurance solutions. Our comprehensive approach to financial planning puts you at the forefront of our practice, making wealth management easy, interactive, and elegantly simple. Please visit www.assante.com/legal for important legal and regulatory disclosures.

Genea Wealth | Assante Financial Management Ltd. Contact Details

People in AeroLeads: 3
With contact data: 1
Email contacts: 1; 33.3% coverage

Genea Wealth | Assante Financial Management Ltd. Org Chart

Sample employees and titles

Name	Title	Location	Contact
Peter N.	Sr. Wealth Advisor at Assante Financial	Greater Vancouver Metropolitan Area, Canada	View
Doug Leard Cfp®, Cpca	Senior Wealth Advisor, Assante	Vancouver, British Columbia, Canada	Email
Jason Ferguson, Cfp®, Ma	Wealth Advisor at Assante Financial	Vancouver, British Columbia, Canada	View