Generations Financial Group

02/11/2022

We have officially moved! We are now located at 75 St. Peters Rd. in Charlottetown. We are on the 2nd floor and look forward to serving all of our clients and to show off our new space.
With the new office, we have a new logo and colours as well. A big THANK YOU to Enthusiast Design for the fresh new look!

05/07/2018

Almost everything about your life can influence your financial decisions.

02/28/2018

Tomorrow, March 1 is the last day to contribute to your RRSP for the 2017 tax year!

12/18/2017

Merry Christmas from Generations Financial Group!

12/11/2017

https://www.ctvnews.ca/5things/pattie-lovett-reid-it-s-time-to-set-your-financial-resolutions-for-2018-1.3651677

On CTVNews.ca: Chief financial commentator Pattie Lovett-Reid offers advice on reviewing your net worth statement and explains why it's a crucial step to putting yourself in a better financial position.

11/02/2017

November is Financial Literacy Month which aims to strengthen the financial well-being of Canadians. How financially savvy are you?
http://www.mymoneysmarts.ca/

02/28/2017

http://www.theglobeandmail.com/globe-investor/retirement/how-to-make-the-most-of-your-rrsp-this-year/article33846249/?click=sf_globe

The deadline is approaching fast! Here are some tips and advice for RRSP season

08/29/2016

Are you a new parent? Wondering what financial strategies there are for your child? Ask about our Next Generation Financial Plan. www.generationsfinancial.ca

Financial Planning

06/28/2016

Get sick and get paid. It’s a grim proposition but it’s one that is transacted upon every day through life insurance companies. Critical Illness [CI] insurance is a form of Living Benefits insurance that provides a lump-sum payment in the event the insured becomes seriously ill and survives a waitin...