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Our Team

What Makes Us a Team

GenEdge Financial is more than just a group of financial professionals - we are a cohesive team dedicated to leveraging our individual strengths for the collective benefit of our clients:

  • Collaborative Approach: We believe in pooling our diverse expertise and perspectives to craft comprehensive financial strategies that address all aspects of our clients’ financial lives.

  • Shared Values: Integrity, empathy, and excellence are at the core of everything we do. These values guide our interactions with clients and each other, fostering a supportive and trustworthy environment.

  • Continuous Support: As a team, we provide ongoing support and guidance to our clients, ensuring they have access to the resources and insights needed to navigate their financial journeys successfully.

GenEdge Financial Team

Meet The Team

Malinda Larsh, certified financial planner

Malinda Larsh
Financial Planner

Claire Hinchliffe, certified financial planner

Claire Hinchliffe
Financial Planner

Jennifer Spencer, GenEdge Financial

Jennifer Spencer
Sales and Service Associate

The Benefits of
Having Our Team Behind You

Choosing GenEdge Financial means partnering with a team that offers several distinct advantages:

Depth of Expertise

With specialists in financial planning, investment management, insurance solutions, tax planning, and estate planning, we provide a comprehensive suite of services tailored to meet your unique needs.

Integrated Solutions

Our collaborative approach ensures that all aspects of your financial life are considered and integrated into a cohesive strategy that supports your goals.

Personalized Service

We take the time to understand your individual circumstances and preferences, offering customized solutions that evolve with your changing needs over time.

Long-Term Partnership

We are committed to building lasting relationships with our clients, providing ongoing support and adapting our strategies as your life and financial priorities evolve.

Downtown Duncan, BC

Experience the difference of working with a team that is committed to your financial success.

Contact us to schedule a consultation and discover how GenEdge Financial can help you achieve financial security and peace of mind. Let us partner with you to turn your financial goals into reality. 

Important Disclosures

Mutual fund products, investment services and recommendations are offered through Assante Financial Management Ltd. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party. Assante Financial Management Ltd. is a member of the Canadian Investment Regulatory organization.

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For further Assante Wealth Management important legal and compliance disclosure, please visit www.assante.com.

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© 2025 CI Assante Wealth Management | All rights reserved.

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© 2025 CI Assante Wealth Management | All rights reserved.

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