Genesis Wealth Solutions

Finance · Canada · 1-10 Employees

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Overview

Headquarters

4295 King St E Suite 403, Kitchener, Ont...

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Genesis Wealth Solutions

Genesis Wealth Solutions Inc. is a full-service financial security planning firm based in Southern Ontario, dedicated to helping clients achieve their financial security goals through personalized and strategic planning. The company serves a diverse clientele, including businesses, business owners, professionals, families, and high-net-worth individuals, focusing on maximizing asset value and minimizing tax loss. Supported by a network of top financial and risk management companies, Genesis Wealth Solutions offers expert guidance and resources tailored to each client's unique financial situation. Since its establishment in 2009, the firm has built a reputation for its disciplined approach and commitment to client satisfaction.Explore more
Popular SearchesGenesis Wealth Solutions IncPaula Angenesiswealth.caSIC Code 62,628NAICS Code 52,523Show more

Genesis Wealth Solutions Org Chart

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MA
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Genesis Wealth Solutions

<$5M
1-10
Private
-
-
<$5M
11-50
Private
-
-
MD
Mathias DimterManager, Operations
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
WS
William ShewfeltCertified Financial Planner
<$5M
1-10
Private
-
-
BC
Bradley CohenFinancial Security Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Genesis Wealth Solutions is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Genesis Wealth Solutions is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Genesis Wealth Solutions.

Genesis Wealth Solutions Tech Stack

A closer look at the technologies used by Genesis Wealth Solutions

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Frequently Asked Questions Regarding Genesis Wealth Solutions

What is Genesis Wealth Solutions's official website?
Genesis Wealth Solutions's official website is www.genesiswealth.ca
What is Genesis Wealth Solutions's Revenue?
Genesis Wealth Solutions's revenue is <$5 Million
What is Genesis Wealth Solutions's SIC code?
Genesis Wealth Solutions's SIC: 62,628
What is Genesis Wealth Solutions's NAICS code?
Genesis Wealth Solutions's NAICS: 52,523
How many employees does Genesis Wealth Solutions have?
Genesis Wealth Solutions has 1-10 employees
What industry does Genesis Wealth Solutions belong to?
Genesis Wealth Solutions is in the industry of: Finance, Insurance, Securities Trading
What is Genesis Wealth Solutions competition?
Genesis Wealth Solutions top competitors include: Freedom 55 Financial, M&Z Wealth Management, Freedom 55 Financial, Shewfelt Financial
What companies has Genesis Wealth Solutions acquired?
Genesis Wealth Solutions has acquired the companies: IGM Financial, Cundill Investment Research, Jacques Brouillard, Pl.Fin - IG Gestion de patrimoine, quipe Marc-Antoine Reid, IG Gestion Privée de Patrimoine
What technology does Genesis Wealth Solutions use?
Some of the popular technologies that Genesis Wealth Solutions uses are: Microsoft 365, Google Tag Manager, Linode, Google Workspace
What does Genesis Wealth Solutions do?

Genesis Wealth Solutions Inc. is a full-service financial security planning firm based in Southern Ontario, dedicated to helping clients achieve their financial security goals through personalized and strategic planning. The company serves a diverse clientele, including businesses, business owners, professionals, families, and high-net-worth indivi... duals, focusing on maximizing asset value and minimizing tax loss. Supported by a network of top financial and risk management companies, Genesis Wealth Solutions offers expert guidance and resources tailored to each client's unique financial situation. Since its establishment in 2009, the firm has built a reputation for its disciplined approach and commitment to client satisfaction.Read More

Is Genesis Wealth Solutions a public company?
Genesis Wealth Solutions is private company therefore does not currently have an official ticker symbol
See more information about Genesis Wealth Solutions

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