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Multi-Gen Wealth Group: Certified Financial Planning® & Advice.

Woodbridge, ON · NAICS 523930

Phone: +16472496237Format verified (CA)

Website: multigenwealth.ca

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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%
$$Mid-range

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