Generations Planning Group Inc.

Established in 2000

Here at Generations Planning Group Inc. (GPG Inc.) we solve the problem of inter generational wealth transfer and business succession planning. We strive to present sound planning ideas to all our clients and help them successfully plan for all generations.

Keeping our client’s focus at the center of all our planning. We help our clients achieve their financial goals through the complete financial house in order process. Through this process, clients are regularly updated on their financial position to ensure that they are on track to reaching their goals.

Continuing to refine our processes and expand our offering of services to serve our clients better. We achieve this by working along side subject matter experts, which include: Canadian Financial Institutions, Insurance Agencies, Specialty Agencies and other key partners. By working on our business, we strive to give our clients better advice, educational information and services that effects their planning.

We help our clients do what they want, when they want, and give to who they want.

Ned Mazur CLU, CFP, Ch.FC

Chartered Financial Consultant

Driven to create long lasting relationships, Ned works with real life scenarios that allows clients to achieve their goals through getting their financial house in order and maintaining it. The client’s needs are paramount and are the focus when working with Ned and the Generations Planning Group Inc. team.

A sports enthusiast, Ned enjoys spending his time hitting the golf course, camping, curling, travel, volunteering, and spending time with his family.

Qualifications

  • Accreditations: Chartered Life Underwriter (CLU), Certified Financial Planner (CFP), Chartered Financial Planner (Ch.FC), and Life and Accident & Sickness Insurance Licensed.
  • 35 years of industry experience
  • Licensed in the provinces of: Alberta, British Columbia, Saskatchewan, and Manitoba.
  • Member of Advocis and Financial Planning Standards Council.
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Holly Rauser B.Comm

Insurance and Financial Consultant

Helping individuals, families and businesses attain peace-of-mind and security about their financial future. Holly and the Generations Planning Group Inc. team, strive to build long lasting relationships that allow their clients to reach their goals, whatever those might be.

When Holly is not walking her dog, she enjoys playing competitive soccer, golfing, hiking, cooking, travelling and spending time with her family.

Qualifications

  • Accreditations: Bachelor Degree in Communications with a specialty in Public Relations – Minor in General Business, and Life and Accident & Sickness Insurance Licensed.
  • 5 years of industry experience
  • Licensed in the province of Alberta.
  • Member of Advocis.
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Charley Rauser

Chief Security Officer

Charley ensure the safety of GPG Inc.’s staff and valued clients. She walks around the office premises, and ensures everyone is met with a wagging tail and playful attitude.

Regularly found napping on company time, she enjoys walks in the park, fetching, and eating treats.

GPG Network of Professionals

We have created a network of best in class professionals that help our clients in their planning journey.