About Us

Genesis Wealth Management is a registered Exempt Market Dealer with the Securities Commissions of British Columbia, Ontario, and Alberta, Canada (NRD: 64570). We strive to bring positive value and influence to the clients and communities we serve. We are proudly a member of the Private Capital Markets Association of Canada (PCMA).

Our Mission

To have a positive influence on clients’ lives and the communities in which we serve.

Base everything and anything upon clients’ interests and provide quality and value-added financial services.

Our Promises

We are committed to dedicatedly and fairly screening of better investment managers and premium investment products for our clients
We promise to conduct in-depth research on the underlying assets corresponding to each product and to focusing on the continued performance of the investment management team and products
We are committed to directly and long-term client communication with sharing so that clients can understand the product’s key information and insides through screening and investment management processes
While we can’t commit to the final performance of asset allocation, we promise to practice integrity