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
Co-founder
Frank Huang
Chief Marketing Officer, Dealing Representative
Emily Ding
Compliance Officer & Dealing Representative