Company Profile
Generations Insurance and Wealth Management has operated in Grande Prairie and surrounding area, for more than 26 years. Generations Insurance and Wealth Management operates as an independent broker for Insurance programs, Wealth Management Services and Employee Benefit Plans. As an independent firm, we can offer products from many different companies without bias. It has been our experience that no one provider can fulfill all the different needs of our clients.Our office is located in Market Manor, Suite #101, 9919-99 Avenue, Grande Prairie; and is open Monday through Friday from 8:30 am to 12:00 pm and 1:00 pm to 5:00 pm. Beyond our regular hours we are also available for after hour appointments. Our service goes beyond the perimeter of our office; we will also meet clients at their home or their place of business.
Our staff is currently comprised of three departments each having specialty areas.
- Employee Benefits
- Individual Life, Disability and Critical Illness Insurance
- Business Operations
Our Expertise is in the following areas:
- Life, Disability and Critical Illness Insurance at the guaranteed lowest cost
- Insurance funding for Buy/Sell Agreements
- Insurance to cover debt and deferred taxes
- Fee for Service: Retirement, financial, Tax, Estate & Succession Planning
- Employee supplementary health and dental plans
- Employee group RRSP and pension plans
The senior partner, Alex S. Figel is a Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant and a Registered Health Underwriter.
Generations Insurance and Wealth Management focuses on maximizing benefits that are available for our clients from the insurance companies and the government, in the form of tax savings strategies. Client situations range from receiving the most from a benefit package to retirement and succession planning. If the situation involves tax and legal planning, we like to take a team approach. This team includes the client’s accountant, lawyer, and financial planner. Our experience approaching situations in this manner has been very positive.