2023 Holiday Greetings!

By Generational Group


As another year draws to a close, our thoughts turn to all the wonderful blessings in our lives. This is true as individuals, but also as an organization here with Generational. We have much to be thankful for this year:

These are outstanding achievements, but two things we are especially thankful for: the honor and privilege to work with our amazing clients AND having a team of associates that is second to none in our industry!

Without our clients and our hard-working professionals, none of the accomplishments above would have happened. Everything we do as a firm, and every relationship we develop with our clients, is based on our Core Values. With these values as our guide, we focus our attention on helping our clients reach their financial goals, creating a legacy for generations to come.

For this, we are truly thankful!

In closing, we wish you and your loved ones a blessed and wonderful Holiday Season. We hope you have time to relax, spend quality time with those you care about, and enter 2024 with renewed hopes for a fantastic year.

Carl Doerksen is the Director of Corporate Development at Generational Equity.