Multi-Gen Wealth Group : Brendan Bawn, BComm (Hon.)

At Multi‑Gen Wealth Group, we provide a comprehensive suite of wealth‑building solutions tailored to every stage of life. Our experienced planners, armed with CFP® credentials, merge data‑driven analysis with personalized insight to deliver strategies that grow, protect, and preserve your assets. Whether you’re building a portfolio, safeguarding a business, or crafting a legacy, our services are designed to adapt as your goals evolve.

Investment Management is the cornerstone of our practice. We design diversified, risk‑adjusted portfolios that align with your time horizon and risk tolerance. Leveraging advanced research, global market access, and disciplined rebalancing, we aim to maximize returns while minimizing volatility. Our client‑centric approach means you receive transparent performance reporting, regular portfolio reviews, and a clear path to achieve your financial aspirations.

Insurance solutions safeguard the wealth you have worked so hard to create. From life and disability coverage to long‑term care and annuities, we assess your risk profile and recommend policies that provide financial security and peace of mind. Our partnerships with leading insurers ensure competitive premiums, flexible terms, and claim‑support that is responsive to your needs.

Comprehensive Financial Planning integrates retirement income strategies, tax‑efficient investing, and cash‑flow analysis into a single cohesive roadmap. We help you model scenarios, optimize contributions, and leverage tax‑advantaged accounts to accelerate your retirement goals. By proactively addressing tax exposure and maximizing deductions, we protect your wealth and enable you to enjoy a comfortable, worry‑free future.

Estate Planning and Business Services secure the legacy you wish to leave behind. Through wills, trusts, and succession plans, we preserve family wealth and reduce estate taxes. For business owners, we develop succession strategies, valuation services, and exit planning that safeguard your enterprise while aligning with your personal vision. Together, we ensure that your legacy endures for generations.