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Generational Prosperity Group

We Believe True Prosperity Transcends Wealth

At Generational Prosperity Group, we demonstrate this through sound financial strategies that are intentionally aligned to your deepest-held values and purpose. Ultimately, we enable our clients to build legacies that extend beyond financial assets.

Over the years, we've worked with many individuals, families, and entrepreneurs, and learned too often, people are reacting to their financial situations rather than proactively shaping them. At Generational Prosperity Group, we aim to change that.

We are committed to offering trusted guidance through heart-centered service and innovative solutions. Our approach is proactive and transformational, focused on crafting a life that harmonizes purpose, relationships, well-being, and legacy. We work with you to ensure that every decision you make is aligned with the impact you wish to leave for generations to come.

Mission

At Generational Prosperity Group, our mission is to empower individuals, families and entrepreneurs to design lives of intentional holistic prosperity—aligning their financial strategies with their deepest-held values and sense of purpose to create a lasting legacy. We deliver trusted guidance through heart-centered service and innovative solutions that honor who our clients are, what they care about, and the impact they wish to leave for generations to come.

Vision

We envision a world where prosperity is not measured by wealth alone, but by the harmony of purpose, relationships, well-being, and legacy. Our vision is to be a trusted guide in redefining how families build, preserve, and experience prosperity—as a transformative journey of stewardship, empowerment, and meaningful multi-generational impact.
Let us help you redefine how you build, preserve, and experience your wealth so that you build a lasting legacy

Our Approach

Our Offerings

Prosperity Pathway

The Prosperity Pathway is a transformative journey. It will guide you through the stages of building a solid financial foundation; activating your resources, growing your wealth, optimizing your financial strategies, stewarding your assets responsibly, and ultimately leaving a meaningful legacy for future generations.

Where are you on your Prosperity Pathway?

Connect with us, we would love to know
FoundationPreparing a Strong Start
This is the formative stage of a person’s relationship with money, self-worth, and decision- making. It’s when core values, habits, and beliefs are first learned—often from parents, caregivers, and early role models. Even in early adulthood, individuals are still defining their identity, forming habits, and setting direction for their careers, relationships, and finances. If skipped or underdeveloped, the lack of financial clarity, discipline, or purpose can impact every future phase. Parents and grandparents play a crucial role in modelling behaviors, initiating conversations, and laying groundwork for a lifetime of prosperity.
ActivationIgniting Earning Power
This is when individuals begin turning intention into execution. It typically starts in early adulthood as people enter the workforce, grow their families, or take on major financial responsibilities. However, this phase can occur at any age when a person chooses to reclaim their financial power, recover from setbacks, or pursue new opportunities. It’s about becoming intentional with income, savings, protection, and planning to build a strong, values-aligned financial foundation.
GrowthExpanding Opportunity
Individuals in this phase are often at their peak earning years, building or scaling businesses, paying off major debts, and planning ahead for retirement. Families may be navigating education planning, elder care, or supporting both younger and older generations. Without structure, they risk hitting an income ceiling or leaking wealth due to taxes, inefficiencies, or reactive decisions. This is the phase where financial behavior shifts from accumulation to optimization and influence.
StewardshipLeading With Purpose
This is about preserving wealth, sharing wisdom, and ensuring smooth transitions— in business, family, and legacy. Clients often face complex family dynamics, health transitions, or business exits, and want to avoid burdening loved ones. It’s also a time of reflection: “Have I built something worth passing on—and am I passing on the right things?” Without intentional planning, wealth can erode, create conflict, or bypass the values that built it.
LegacyPassing on Prosperity
This is about more than just transferring wealth—it’s about preserving values, wisdom, and identity across generations. At this stage, individuals are focused on leaving things in order for their family, completing their estate plans, and ensuring their life’s work continues to make an impact. When intentional planning isn’t done, it can result in confusion, conflict, or wasted opportunity among heirs. This is the phase where vision becomes legacy and purpose is passed on.

Foundation

Preparing a Strong Start
This is the formative stage of a person’s relationship with money, self-worth, and decision- making.

Activation

Igniting Earning Power
This is when individuals begin turning intention into execution. It typically starts in early adulthood as people enter the workforce, grow their families, or take on major financial responsibilities.

Growth

Expanding Opportunity
Individuals in this phase are often at their peak earning years, building or scaling businesses, paying off major debts, and planning ahead for retirement.

Stewardship

Leading With Purpose
This is about preserving wealth, sharing wisdom, and ensuring smooth transitions— in business, family, and legacy.

Legacy

Passing on Prosperity
This is about more than just transferring wealth—it’s about preserving values, wisdom, and identity across generations. At this stage, individuals are focused on leaving things in order for their family, completing their estate plans, and ensuring their life’s work continues to make an impact.

Success Stories

I met Doris serendipitously about a decade ago. In chatting, we discovered that we had similar values and outlooks on things. So, I decided to trust my instincts and see what she had to offer as a financial advisor.

Ten years in, and Doris is still a great listener, knowledgeable and financially savvy. She provides various options and explains their respective pros and cons. Her greatest strength, in my opinion, is her untiring dedication and flexibility to help each and every client meet their financial goals. Every person that I have recommended to Doris over the years has echoed this sentiment — she listened to them, explained things fully, made them feel comfortable, and empowered them with a custom-tailored plan. My financial portfolio (funds, insurance, investments) has never been healthier, and Doris has been a guiding and helpful influence throughout.

M.L.L

Doris has been my financial advisor for nine years. She has always been right on top of my accounts and has always given me very sound advice. She is knowledgeable and is extremely efficient in the way that she has dealt with my accounts.  I have absolute confidence in her so much so that when she moved companies, I followed her.  I previously had a rough ride in 2008/9 which left me very nervous about the markets, Doris restored my confidence.  I am very happy to recommend Doris for any of your financial needs.

P.K.

When I engaged Doris as my financial advisor, I found her to be extremely knowledgeable, professional, and dedicated to helping me change my financial situation. Under her guidance, I had complete clarity at all times of my finances; I was able to consolidate my debt, lower my expenses, and eventually become debt-free. She also guided me to follow a clear pathway to save and grow wealth. Doris’s expertise, along with her respectful and kind approach, was more than valuable – she really cleared the path for me to make much-needed changes.

L.M.

    We honor who our clients are, what they care about, and the legacy they aspire to create

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