About Us
We are a multi-generational team of advisors who focus on developing deep-rooted relationships. Our purpose is to make wealth management elegantly simple and empower our clients to achieve ‘lifestyle for lifetime’.
We are a multi-generational team of advisors who focus on developing deep-rooted relationships. Our purpose is to make wealth management elegantly simple and empower our clients to achieve ‘lifestyle for lifetime’.
Genea (pronounced je?NAY?ah) is derived from the ancient Greek word meaning generations. At Genea Wealth, our goal is to ensure that your family is well-positioned to handle everything that life brings your way. We believe that your financial picture should not be looked at in isolation; it should incorporate your entire family. We have experience with many of life’s transitions: from planning your children’s education, to helping you prepare for retirement, to making sure you and your parents are taken care of in your golden years. We work with you to focus on what is important to you and what you can control. Over the course of a long-term relationship, we will support you in building and maintaining your ‘lifestyle for lifetime’.
At Genea Wealth, we are here to guide generations and build your wealth.
With years of experience behind us, we’ve got a well-seasoned team ready at the helm for you. Our team will work hard to empower you and your finances.
CFP®, CPCA - Senior Wealth Advisor
CFP®, BA, MA - Wealth Advisor
PFP - Wealth Advisor
B.Comm. - Associate Financial Advisor
Administrative Assistant
Client Service Associate
The Genea team started out as a family business, and we try to continue that dynamic as we continue to evolve as a team. At Genea, we foster a supportive and nurturing environment, promoting genuine relationships. Whether in or out of the office, we believe that being close with one another is the key to working effectively as a team.
Mutual fund products, investment services and recommendations are offered through Assante Financial Management Ltd. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.
Assante Financial Management Ltd. is a member of the Mutual Fund Dealers Association of Canada and MFDA Investor Protection Corporation (excluding Quebec).
CFP®, CPCA – Senior Wealth Advisor
How many thirteen-year-old landowners do you know — especially ones who purchased that land with their own hard-earned paper route money? Well, now you have met someone who did just that.
Doug works with his clients over the long term, and they rely on him to guide them through the finer details of their overall financial picture. In particular, Doug helps his clients enter retirement gently. He understands that changes, even wonderful ones, can be tough to deal with if they happen abruptly.
Doug has a wealth of experience as a financial advisor and is very involved in the entire wealth management process. From relationship building to actual financial advice, Doug takes the time to listen to his client’s comments, wishes, and concerns in order to guide them towards achieving the lifestyle they desire.
Certified Financial Planner (CFP)
Canadian Securities Course (CSC)
Life Insurance licensed in BC
Certified Professional Consultant on Aging (CPCA)
Certified Executor Advisor (CEA)
Outside of the office, Doug enjoys spending time with his friends and family, as well as vacationing at his property on Mayne Island. Doug has always led an active lifestyle, and he likes to maintain his health and fitness whether working out, going for walks, or getting outdoors when he gets the chance.
CFP®, BA, MA – Wealth Advisor
After years working at large financial institutions, Jason was left disenchanted with the financial industry. He felt there had to be something better out there than simply pushing the product of the day. He wanted to help people by providing valuable advice, and from almost the moment he met Doug and his wife Melanie in 2006, he realized that Genea was a team where he could practice comprehensive wealth management and put his clients first.
Jason has worked in the financial sector for over two decades. His passion for service and curiosity about his clients are at the heart of the experience he provides. He welcomes being involved in his clients’ lives to help them achieve positive results. Jason provides advice to working professionals, retirees, and their families, assisting them in all aspects of their finances and financial affairs. Focusing on the areas of wealth preservation, tax mitigation, charitable giving and wealth transfer, he provides investment consulting and advanced planning to his clients so that they can make smart decisions about their money.
BA (History) with Distinction from University of Victoria
MA from University of Victoria
Certified Financial Planner (CFP)
Canadian Securities Course (CSC)
Life Insurance licensed in BC
Jason is the father of two active, young children, which leaves him with little spare time. When he is not corralling his children, Jason enjoys being physically active, whether it be working out in the gym, running outdoors, or walking the trails throughout the Lower Mainland. He also enjoys reading non-fiction books on a variety of subjects, indulging his passion for History and current affairs. Jason often thinks about his past spent living and working overseas and dreams of traveling again, once his children are old enough to do so.
PFP – Wealth Advisor
Peter has worked in the financial industry since 1999. Over the course of his career, he has worked in a variety of roles from underwriting commercial mortgages, to loan officer and financial advisor. Peter is very community-minded and he brings a wealth of volunteer and committee experience to his role.
At Genea Wealth, Peter feels as if he’s finally found a place that aligns with his own values. He embraces his clients as an extension of the Genea family, and focuses on developing genuine relationships over and above financial consulting. With experience across many different roles in the financial industry, Peter is able to draw from his expertise to help his clients achieve positive results.
Personal Financial Planning Designation (PFP)
Licensed Mutual Fund Dealer’s Association (MFDA) and the Insurance Council of British Columbia to offer mutual funds, life insurance, exchange-traded funds (ETFs) and Liquid Alternative Investments.
Graduate Certificate in Finance and Financial Management Services from Seneca College, Toronto, ON
Diploma in Business Management from George Brown College, Toronto, ON
Diploma in Business Marketing from George Brown College, Toronto, ON
Being a top ranked cross-country runner and triathlete in his youth, it’s only natural that Peter enjoys an active outdoor lifestyle of hiking, golfing, and camping. But now that Peter and his wife recently purchased a home, which before seemed to be only a dream, you will find him spending lots of his free time in his backyard garden.
B.Comm. – Associate Financial Advisor
Kerry is a second-generation financial advisor. She comes from a long line of financial professionals and embraced money management from an early age. Kerry learned the value of quality advice from watching her father make a difference in the lives of his clients.
Kerry knew becoming a Financial Advisor was what she was meant to do when she attended her first client meeting, where a client asked how she could help her two grandsons, both of whom have mental health challenges. It was at that moment that Kerry realized that what she does is much more than money management – she supports her clients well beyond their investments.
Kerry has worn many hats on the Genea Team from administration to business management and now financial planning. She is known for her keen attention to detail, her passion for people, and the efficient systems she puts into place to ensure the business runs smoothly. Kerry takes pride in creating meaningful client relationships that she hopes will last for generations to come.
B.Com from the University of Victoria with a semester abroad at Singapore Management University
Certificate in advanced mutual funds advice
Qualified Associate Financial Planner (QAFP)
Canadian Securities Course (CSC)
Life Insurance licensed in BC
Outside of the office, Kerry enjoys an active lifestyle that includes spending time outdoors with her two children. She is also passionate about interior design and has a secret musical talent
Administrative Assistant
Cloris has an Associate of Financial Management certificate from BCIT, and she joined the Genea team in 2017. Since joining she has had a very positive impact on the team culture, fostering an environment of inclusion and encouraging participation. Cloris likes helping out however she can and makes sure that our advisors are organized and prepared.
Cloris is a big part of the team’s administrative work. Her administrative skills keep the team free to focus on the clients. She embraces her job with a smile and sense of humor that makes people feel welcome, and she’s the go-to person to lend a hand with anything she can.
Associate of Financial Management certificate from BCIT
Believe it or not, Cloris is an identical twin. She is passionate about birds and flowers, and she loves taking care of her plants in the office. Cloris is also an amazing photographer, documenting the beauty she sees in everyday life. In addition to pursuing her interests, Cloris likes to advocate for women’s shelters and has an annual donation drive for women fleeing domestic violence.
Client Service Associate
Annie is the newest member to the Genea team. She is extremely organized, and her attention to detail is astounding. After graduating from Simon Fraser University with a Degree in Economics and working in similar roles, Annie is now taking the next steps of her career at Assante. She brings a positive attitude to the job and fills our space with lots of greenery thanks to her love of plants.
Annie comes to us from another advisory practice, and she is responsible for keeping our team of advisors organized. Proving she was ready to join a larger team, Annie takes her responsibilities head on and is never afraid to take the initiative.
Bachelor of Arts in Economics from Simon Fraser University
Mutual funds licensed
Dedicated to keeping active, you can usually find Annie at the gym or on the volleyball courts. She is a self-professed plant mom with a collection of over 30 plants, and she has a particular affinity for cats. When she isn’t active or watering her plants, Annie likes doing arts and crafts.