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“My real estate
lawyer recommended I meet
with Anne, and to this day I think
it was the
best advice I’ve ever received. At
the time, my
elderly parents were in the process
of selling
their home in Toronto and moving
into a
retirement residence. With the costs
of moving
and the retirement residence itself,
there was
little left to invest, but Anne
designed a wise
plan. She carefully and thoughtfully
invested
what my parents had and it more than
sustained them until they passed
away. In fact, my brother and I both
received inheritances. My parents
felt a security and comfort
throughout their retirement that
they never would have experienced if
not for Anne and Generations
Financial. Now I recommend people to
Anne, just as my lawyer had done for
me.”
Bonnie, Senior Business Analyst
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“Not too long ago I was a single
mom, forced to file for bankruptcy
because of the financial ruin of my
former marriage. Today, I own a home
and I am saving for my little boy’s
education as well as my own
retirement. I owe this turnaround
all to Anne Huntley and Generations
Financial. Anne has a broad and
comprehensive understanding of
financial, legal, real estate and
tax issues. With her help, I was
able to receive a significant tax
credit, and later, she introduced me
to a mortgage consultant and I was
able to get a mortgage years before
I dreamed it would be possible. I
have found out that having a
financial planner is not just for
those who have a lot of money to
invest, it is for those who are
struggling as well. Anne helped turn
my life around.”
Joanne, School Teacher
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“Thanks to Generations Financial, my
wife and
I are well on our way to an early
and happy
retirement. Better still, our son
has also become a Generations client
and is on track to becoming
financially stable and he’s only in
his twenties. My wife and I both
have pension plans, but we wanted to
supplement them and Anne has helped
accomplish this. She worked with us
to create and grow plans that were
just right for us. What really
impressed us was that when a problem
arose with one of our monthly
accounts, Anne and Karin went out of
their way to correct the problem.
Their knowledge and top-flight client
service makes us very confident.
Generations Financial has given our
family a huge boost.”
Phil and Bonnie,
Air Traffic Controller and Librarian
Clerk
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