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GENEA WEALTH INC.

Business & Finance Registered 21 February 1991

General Information

Official company information

Registry ID
BC0401464
Company Age
34 years
Registration Date
Registered Address
650 W Georgia St suite 800, Vancouver, BC V6B 4N8
Business Number (BN)
128530755
City
Vancouver
Status Notes
2004-03-27
Phone
Website

Official company website with more information about products, services, and contact details.

About GENEA WEALTH INC.

Company profile and description

Genea Wealth is a multi-generational wealth management team operating as part of Assante Financial Management Ltd. Their purpose is to simplify wealth management and empower clients to achieve ‘lifestyle for lifetime’. They offer services including multi-generational planning, retirement planning, tax planning, investment planning, and estate planning. They focus on building deep-rooted relationships with clients to provide personalized solutions to help them reach their financial goals. The company was founded in Vancouver, Canada in 2022.

Category

Business category and classification details

Primary Category
Business & Finance
Description
Organizations providing commercial, financial, consulting, marketing, and administrative services primarily to other businesses.

Additional Information

Detailed company information and status

Version
1762887281731961029
Hierarchy
parent
Entity Type
BC Company
Display Date
1991-02-21
Jurisdiction
BC
Business Number
128530755
MRAS Entity Type
BCA

Company Contacts

Key contacts and leadership 5 total contacts

Name & Position Email Contact Number Fax Number
J
Jason Ferguson
Senior Wealth Advisor
-
-
-
D
Doug Leard
Senior Wealth Advisor
-
-
P
Peter Neugebauer
Senior Wealth Advisor
-
-
-
K
Kerry Leard
Wealth Advisor
-
-
-
A
Annie Wong
Client Service Associate
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-
-

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