NextGen Wealth and Insurance

03/04/2026

Have a Pension From a Previous Employer?

You may have options you don’t even know about.

Many Canadians leave pensions behind when they change jobs — but those funds can often be transferred into a LIRA (Locked-In Retirement Account) where you may have more control over how it’s invested.

Potential Benefits:
✔ Greater investment choice
✔ Professional portfolio management
✔ Consolidate retirement savings
✔ Align investments with your long-term goals

Before you decide what to do with your pension…
Understand your options.

📩 Send us a message to review your pension transfer options.

12/26/2025

As the year comes to a close, we want to thank our clients, families, and community for the trust you place in us. This season is about what matters most — family, peace of mind, and time together.

Wishing you a joyful holiday season and a healthy, prosperous year ahead.

12/04/2025

We had a wonderful time at our first Baby & Me Cupcake and Tea event in Kelowna! The mamas were amazing, and their joy was contagious. Watching them make new friends was the highlight of our morning. Thanks to everyone who participated! We’re excited for our next gathering.

10/25/2025

NextGen Wealth & Insurance Solutions is proud to be at the Vancouver Baby Show this weekend — connecting with families and helping them build strong financial foundations for the future.
From RESPs and life insurance to family investment strategies, we’re here to make sure your family’s financial journey starts on the right foot.
Come say hi and learn how we can help you protect what matters most — your family’s future. 💚

10/16/2025

We are proud to welcome Corey Baldwin as a new Partner at NextGen Wealth & Insurance Solutions!

Corey is not only a seasoned financial services advisor — he’s a devoted husband and father who understands firsthand the importance of building a secure and meaningful financial future for the people we love most. His approach to financial planning is deeply rooted in family values, empathy, and long-term vision — the very principles that define our mission at NextGen Wealth & Insurance Solutions.

With years of experience helping Canadian families protect what matters and plan for what’s next, Corey brings both expertise and heart to every conversation. Whether he’s designing personalized insurance strategies or helping parents navigate education savings plans, Corey’s focus is always the same: empowering families to make confident, informed financial decisions.

10/16/2025

Vancouver here we come!! We will be at this year's Vancouver Baby Show and would love to meet you in person. Swing by our booth for free swag and a chance to win our "Sleep Bundle Giveaway"!! The first 2 people to DM us will receive 2 free entry tickets each for the event. See you there!

08/22/2025

What an incredible week at the 2025 Advocis Banff School!

Not only did I get to learn and grow as a financial advisor, but I also had the privilege of connecting with some of the most inspiring people in our industry. The conversations, insights, and shared experiences are things I’ll carry forward into my practice and my clients’ lives.

And let’s be honest—the backdrop of Banff’s stunning mountains and scenery made it all that much more unforgettable.

Grateful for the opportunity, the people, and the place. Until next time, Banff!

01/30/2025

Interested in Life Insurance but not really sure where to start? Click our link in bio for your Free 60 Life Insurance Quote today. Currently open to Alberta and British Columbia Residents only.

01/30/2025

01/01/2025

✨ Happy New Year! ✨

As we step into 2025, let’s take a moment to reflect on the past year and look forward to the opportunities ahead. 🌟

This year is a fresh start—a chance to set meaningful goals, build stronger financial habits, and create a future that supports the ones you love most. 💖💰

Here are 3 Financial Resolutions to help your family thrive in 2025:
1️⃣ Plan Ahead: Set clear, achievable goals for your family’s future—whether it’s saving for college, a dream vacation, or retirement.
2️⃣ Budget Better: Review your spending and savings to ensure you’re aligned with your goals. Small adjustments can make a big difference!
3️⃣ Protect Your Loved Ones: Update your insurance and estate plans to keep your family safe and secure, no matter what.

Thank you for allowing me to be part of your financial journey—I’m here to support you every step of the way. Let’s make 2025 your family’s best year yet!

06/25/2024

# # # 🎓 Celebrating Graduation: A Parent’s Perspective 🎓

Graduation is a proud moment for parents, marking the culmination of years of support and hard work. We’ve seen our children grow from eager learners into accomplished individuals, ready to face the world. 🌟

From the first day of school to this big day, we’ve celebrated successes and offered comfort during challenges. Seeing them in their caps and gowns, receiving their diplomas, fills us with immense pride. 🎓❤️

Saving for an RESP was crucial for our family! It provided financial stability, allowing our children to focus on their studies without undue stress. 💸📚 We cannot wait to see what our oldest will do with his RESP!

Congratulations, graduates! We are incredibly proud of you. Embrace this moment and look forward to a bright future. The best is yet to come! 🌟✨