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Multi-Gen Wealth Group: Certified Financial Planning® & Advice.
Woodbridge, ON · NAICS 523930
Phone: +16472496237Format verified (CA)
Website: multigenwealth.ca
Trust signals
- Format verified (CA)
Multi-Gen Wealth Group offers comprehensive financial planning and wealth management services in Ontario.
Multi-Gen Wealth Group is a dedicated financial planning practice located in Woodbridge, Ontario, specializing in Certified Financial Planning® and personalized financial advice. The firm operates both virtually and physically across the Greater Toronto Area, providing a range of services including investments, insurance, estate planning, and business financial strategies. With a commitment to transparency and client-centric solutions, Multi-Gen Wealth Group aims to help families build, protect, and grow their wealth. Their experienced team prioritizes understanding each client's unique goals, ensuring tailored strategies that align with their financial aspirations.
Business stage
growth
Local competition
medium
Services & offerings
Investments, Insurance, Financial Planning, Estate Planning, Business Financial Strategies
Who they serve
Multi-Gen Wealth Group primarily serves families and individuals seeking comprehensive financial planning and wealth management services.
Ideal customer
- Industry
- Finance
- Company size
- Small to Medium Enterprises
- Decision-maker role
- Business Owners and Families
- Geography
- Greater Toronto Area
B2B vs B2C focus
B2B 30%B2C 70%
Demand pattern
steady
Peak months
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Services are in demand year-round.
What sets them apart
- Certified Financial Planners®
- Client-centric approach
- Comprehensive service offerings
Team size
Unknown
NAICS
523930
Technology
WixSelf-hosted email