Peter N. Email & Phone Number

800-650 West Gerogia Street, Vancouver, Bc

We are a multi-generational team of advisors who focus on developing deep-rooted relationships. Our purpose is to make wealth management elegantly simple and empower our clients to achieve ‘lifestyle for lifetime’.Genea (pronounced je?NAY?ah) is derived from the ancient Greek word meaning generations. At Genea Wealth, our goal is to ensure that your family is well-positioned to handle everything that life brings your way. We believe that your financial picture should not be looked at in isolation; it should incorporate your entire family. We have experience with many of life’s transitions: from planning your children’s education, to helping you prepare for retirement, to making sure you and your parents are taken care of in your golden years. We work with you to focus on what is important to you and what you can control. Over the course of a long-term relationship, we will support you in building and maintaining your 'lifestyle for lifetime'.

New Westminster, Port Coquitlam, And Surrey Branches

Financial Planning

New Westminster, G&F Financial Group

Investment Advisor

New Westminster, Bc

Senior Advisor - Approved Mortgages, Personal Loans, and provided investment advice on Mutual Funds, tailored for each clients short and long term goals. Holding the National Professional Designation as an Accredited Mortgage Professional.Mutual Fund Licenced.

Vancouver, Canada Area

Commercial Mortgage Underwriter.Assisted commercial broker in closing over $20 million in commercial mortgages over this period of employment.Clientele primarily consisted of Real Estate Investors in the provinces of BC, Alberta, & Ontario.Specialized in underwriting commercial mortgage applications for multi-unit residential, commercial office buildings, hotels, motels, construction, and land development.Reviewed and analyzed clients credit application, credit bureau, and financial statements to assess financial strength. Determined the feasibility and profitability of the project using key ratios and current financial statements.Researched and maintained a database of new commercial mortgage products, policies, terms, and guidelines, offered by private and conventional lending institutions across Canada.Assisted Commercial Mortgage Broker in maintaining and building long term relationships with clients, lenders, realtors, and appraisers.Reviewed and analyzed appraisal, environmental, and building inspection reports of the commercial project.

Port Moody, Bc

Commercial Division for Peter Kinch's office in Port Moody, BCRated the #1 Mortgage Broker in Canada according to the 2009 CMP Magazine rankingsAssisted commercial broker in closing over $35 million in commercial mortgages over this period of employment.Organized and attended meetings with client(s) and commercial broker within the provinces of British Columbia, Alberta, & Ontario. Ensuring all commercial mortgages were disbursed in a timely manner by accurately completing, and obtaining appropriate documentation from each client to support each lender’s (Bank or private equity) approval conditions.

Toronto, Canada Area

Mortgage/Loans Underwriter, and Investment Advisor.Personally managed member’s investment and lending portfolios while providing exemplary service via virtual banking.Assigned as branch auditor for disbursed mortgages and loans to ensure compliance with internal audit requirements.

Investment Funds In Canada, The Institute Of Canadian Bankers

Sauder School Of Business

Activities and Societies: Mortgage Brokerage in British Columbia

Graduate Certificate, Finance And Financial Management Services

Toronto, ON

Diploma, Business Marketing

Toronto ON

Diploma, Business Management

Toronto ON

Certificate In Financial Services Advice, Banking And Financial Support Services