GenEdge Financial

Tailored Financial Solutions for West Coast Families

Welcome to GenEdge Financial, of Assante Financial Management Ltd., where we empower West Coast families with comprehensive financial solutions tailored to their unique needs. We blend insurance and investments to craft personalized plans that go beyond traditional wealth management. Our inclusive approach ensures every client receives tailored guidance and support for life and legacy planning.

Our Vision
The heart of client-centric financial planning on the West Coast, where personalized strategies and dedicated service ensure clients achieve their financial goals with confidence.

Our Mission
Empowering West Coast families with comprehensive financial solutions. We blend insurance and investments to craft personalized plans that go beyond wealth management. Our inclusive approach ensures every client receives tailored guidance and support for life and legacy planning.

Our Process
We begin by understanding your unique financial situation and aspirations, then design a customized plan that integrates all aspects of your financial life. Regular reviews and adjustments ensure your plan evolves with your needs, keeping you on track towards your goals.