Generations Wealth Management

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Team photo for Generations Wealth Management
Team photo for Generations Wealth Management

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Advisors

Courtney Davis

CMFC

Financial Advisor

Visit Courtney Davis's website

Bryan Riley

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Bryan Riley's website

Ian Lobo

CFP®

Financial Advisor

Visit Ian Lobo's website

Keith Smith

Financial Advisor

Visit Keith Smith's website

Michael Chau

CIMA®

Financial Advisor

Visit Michael Chau's website


Team

Patrick Schellpfeffer

Patrick Schellpfeffer

Administrative Assistant

Devon Varcoe

Devon Varcoe

Paraplanner,

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Eva Chu

Eva Chu

Client Service Manager

Kim Luu-Tu

Kim Luu-Tu

Business Development Specialist,

CERTIFIED FINANCIAL PLANNER™ professional
Mazie Wong

Mazie Wong

Operations Manager