About Us

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

Meet Our Team

Nancy Wei

Founder, President & CEO, CCO

Frederick Lau


Frank Huang

Chief Marketing Officer, Dealing Representative


Emily Ding

Compliance Officer & Dealing Representative