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The Heart Of Client Centric
Financial Planning On The West Coast.
Welcome to GenEdge Financial,
of Assante Financial Management Ltd.
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.
Tailored Financial Solutions for West Coast Families
We understand that every family is unique, with its own set of goals, challenges, and dreams. Our dedicated team works closely with you to create financial strategies that reflect your family’s specific needs and aspirations. We offer comprehensive services that encompass everything from saving for education and managing debt to planning for retirement and protecting your legacy.
Meet Our Team
Malinda Larsh
Financial Planner
Claire Hinchliffe
Financial Planner
Jennifer Spencer
Sales and Service Associate
Our Clients