Financial Planning Made Easy
Since 2014
Partnering to meet your financial goals
Everyone deserves proper financial advice. At Generations Financial Group, we will guide you through the many financial decisions during your lifetime. It is important to set financial goals and determine what is needed to meet these goals. We recommend strategies through investment and insurance planning and will review this with you regularly. We put what is important to you before anything else. Our advantage is that we give unbiased financial advice, meaning it is not based on sales targets and motivation from sales managers.
You can trust what we recommend is in your best interest.
Our Services
Our goal is to build a relationship that is based on trust and peace of mind that you and your family are on the right path to achieve your goals.
#1
First, we assess your current financial situation and determine if your current plan is helping you achieve your goals. We then recommend and implement strategies through investment and insurance planning.
#2
We then recommend and implement strategies through investment and insurance planning.
#2
We then recommend and implement strategies through investment and insurance planning.
Investment Planning
Investment Planning is the part of your financial plan that involves accumulating and saving money for future use. We guide you through the process of investing your hard-earned money, saving on taxes, and mitigating risk. There are many different types of savings vehicles, we can help recommend which investment types best suits your situation. As for investment accounts, such as RRSPs or TFSAs, we will help determine which benefits you the most through tax savings.
Most people want to make sure they will save enough money to retire comfortably. We will build a retirement plan that aims to clearly demonstrate how to reach your goals.
Insurance Planning
Insurance planning is the part of the financial plan that protects you and your family against the unforeseen circumstances in your life that might otherwise derail your financial plan.
Our Team
Anton Mikhailov
Since 2008 Anton has been working with families, professionals, and business owners serving as a Financial Advisor.
He earned his Bachelor of Business Administration degree from UPEI and prior to starting Generations Financial Group, Anton was a Financial Advisor with a national financial services company. There, he learned about the financial services industry and gained valuable experience which he used to build a successful business where he can focus on what is best for his clients. In 2016, Anton expanded his client services by obtaining his Mortgage Broker license to further help his clients in finding the right mortgage.
Anton uses his personal and analytical skills to advise his clients on their wealth management and financial planning needs. He strives to help his clients realize their financial goals and to know they have an experienced professional helping them make smart financial decisions. His support team of investment and insurance specialists, group benefits specialists, and administration staff help him devote more time to his clients and provide them the service they deserve.
Outside of finance, Anton enjoys keeping active by playing hockey, golf, spending time with his family and giving back to the community in various charitable activities.
Email: anton@generationsfinancial.ca
Phone: 902 . 218 . 9367
Justin Richard
Justin graduated with a Bachelor of Business Administration in 2008 from UPEI. He earned his Canadian Securities Course in 2010 and became mutual fund and insurance licensed in 2011. After 2 years with a leading financial services firm, Justin realized he could bring more value to his clients through the independent channels where there are more strategies and products to offer clients and none of the biased sales pressure. Justin works closely with his clients and has all the tools to help them develop their financial plan and achieve their goals.
Justin earned his CHS designation in 2019 and in 2022 completed the Professional Financial Advisor program through Advocis, earning his PFA designation. He is a board member of the PEI Chapter of Advocis and chair of Advocis PEI’s Provincial Advocacy Committee.
E-mail: justin@generationsfinancial.ca
Phone: 902 . 394 . 2748