About

Genier Financial Services Inc.

Danielle J. Genier, CLU, CFP

Certified Financial Planner

Phone: 705-360-5555

Fax: 705-360-5579

E-mail: danielle.genier@genierfinancial.com*

Success doesn’t come from just “practicing what you preach” – it’s much bigger than that. It comes from being willing to live what you really believe; and that’s the way Danielle Genier created success in her own life, and has helped her clients do the same.

But the problem with actually living what you believe is that it takes courage, and not the theoretical kind. It takes the real, day-to-day, even-if-it’s-not-popular kind of courage – luckily Danielle seems to have lots of that.

One of the most amazing things about Danielle is that she simply has to “tell it as it is” – she can’t help it. So when her clients are on track and doing a great job, she is there to remind them of their success and encourage them to continue. When she has clients that are drifting off their plan, she is also there to remind them of their own reasons for taking charge of their financial security, and how to continue to stick to their plan.

Quite simply, because Danielle believes so much that her clients can truly be financially successful, she has no hesitation in living her responsibility of holding them accountable to their goals. Sometimes those conversations are exciting and create a lot of enthusiasm, other times they require a bit more courage. And as Danielle will tell you, the real courage in being financially successful is the courage to tell the truth.

Many people aren’t getting what they want because they are putting their attention on what everyone else thinks is important, not what they think is important. That’s why Danielle spends so much time with her clients – time understanding what is truly important to them.

With an entire career in the banking and financial services world, Danielle brings a very practical and compelling path to creating financial security. She also brings the skills and expertise. Danielle has earned her Chartered Life Underwriter’s (CLU) designation as well as the Certified Financial Planner (CFP) designation granted by the Financial Planners Standards Council of Canada; and is an active member of Advocis – the national Financial Advisors Association of Canada.

If you’re ready for some straight talk about your financial path – both personally and for your business – then Danielle is ready to help you build on what’s most important to you.

Clayton Dulong, CFP

Certified Financial Planner

Phone: 705-360-5555

Fax: 705-360-5579

E-mail: clayton.dulong@genierfinancial.com*

You just can’t deny how happy he is. How does a man who has been in the financial services industry for 30 years stay so positive? How does he remain well informed in a turbulent market and not be afraid? It’s because he has a secret – one that he shares with his clients.

Clayton started out in a small town on Canada’s east coast and when he moved to Timmins in 1995, he knew it was a good fit. The great quality of life, the even pace, and the way that people are realistic about life felt like home to him. What he didn’t expect however, was family turmoil, potentially terminal illness, and some of the most serious challenges a family can ever face. But Clayton’s secret came into play and he and his family have risen above the circumstances. He helps his clients do the same thing. There’s a lot of strength in acknowledging negative circumstances and then holding yourself to what’s positive. It’s true in creating a successful business, it’s true in creating a successful life, and it’s true in successful financial planning.

And when it comes to being successful, Clayton will tell you that he doesn’t do anything without a plan and without being well informed. His life proves it. He has a Bachelor of Commerce with a major in Business Administration from Saint Mary’s University in Halifax, has earned a Certified Financial Planner (CFP) designation and Life Insurance Level II accreditation. He’s been a member of the Fellow of the Institute of Canadian Bankers and is the president of the local chapter of Advocis - The Financial Advisors Association of Canada. He prepares. He plans.

But beyond all of this, Clayton brings experience and perspective to every client situation, and is one of the finest listeners you might ever meet. And because he listens so well, Clayton is able to craft tailored portfolios based on the objectives and goals of clients., designed to help meet their goals in a way that just makes sense.

His secret? Well, here’s part of it: Clayton is a very private man working on very private matters for clients. And when things get tough in any circumstance, we have a choice to make. The choice is a very important one and is a very personal one, and Clayton would be glad to meet with you to talk about what it is.

Diane Pawson, EPC

Certified Financial Planner

Diane is one of those people who really understands the important things – family, community and how to think about money. It’s probably not a big surprise because she’s spent almost her entire life in the same community, is one of five kids and has two of her own, and has had a long career (that’s still going strong) in the financial services industry.

Diane was born in Kirkland Lake, raised in Timmins, and only had one brief stint living outside of Northern Ontario. She has a real commitment to her clients and community and is actively contributing and giving back.

As a youngster, money wasn’t necessarily plentiful, but there was still room to do a few things along the way. Perhaps that’s how she started learning the importance of having a simple plan, and the easy discipline of saving for what will be important in the future.

Coupled with that, Diane worked in banking for 19 years before joining Freedom 55 Financial and not only becoming a successful Financial Security Advisor, but also taking on the role of Director, Business Development where she became responsible for several other advisors as well. During her time with Freedom 55 Financial, Diane met Danielle Genier and today they work together focusing on providing financial guidance to those who are preparing to retire, or who have retired.

Diane has a simple approach of really caring for the clients she works with and recommending financial security planning products and solutions that fit their specific goals and dreams.

Today, in her off time, Diane loves to inflict new recipes (especially desserts) on her co-workers and family. She also has the travel bug and does almost all of her travel in Canada (she has a special passion for Nova Scotia, Quebec City and Niagara-on-the-Lake). But when she’s not savouring her creations in the kitchen or the beauty of our country, she’s enjoying the warm relationships the clients she works with have come to expect.

Marlene Crytes

Senior Administrative Specialist

Phone: 705-360-5555

Fax: 705-360-5579

E-mail: marlene.crytes@genierfinancial.com*

It was cold. The walls were made of cement. Everyone was dressed the same, and beyond the walls you could make out the beauty of the countryside. Was this a prison experience? No, but it was one of the most profound experiences Marlene Crytes has ever had. One that shaped the way she thinks. It was a visit to her grandmother’s village in Russia.

Marlene Crytes is the Senior Operations Specialist at Genier Financial Services and through her career and her personal experiences she has learned a deep appreciation for the life we can enjoy – and she shows it. She shows it in the way that she brings very concrete results in a truly heartfelt way. She shows it in the gratefulness she has for the firm’s clients, and the easy way she gets tremendous amounts of work done.

As the Senior Operations Specialist, Marlene plays a leading role in the firm’s ongoing focus of providing practical, reliable and consistent customer service and she absolutely understands the importance of building and maintaining relationships. More than this, though, Marlene coordinates and oversees the company’s confidential administrative support, information sharing and collaboration, financial control activities, public relations and more. To do this, she draws on her knowledge of investments, insurance, benefits and business operations.

Marlene pairs diligence and seriousness of the tasks she performs with a friendly style that helps everyone know that she’ll exceed their expectations. She’s outgoing and efficient. She’s experienced and well trained. Appreciative, thoughtful and absolutely effective, Marlene is a benefit to the firm and our clients.

Nicole Godda

Administrative Specialist

Phone: 705-360-5555

Fax: 705-360-5579

E-mail: Nicole.Godda@genierfinancial.com*

Nicole was born and raised in Timmins and is the youngest of twelve children – that’s right, twelve. With that many kids in the family, it prompts a few quick questions such as, do you remember everyone’s name and birthdate, and did you like being the youngest. The answers, incidentally, are yes, yes, and yes.

In some ways, hearing Nicole’s story helps one understand why she’s such a good fit at Genier Financial Services Inc. She started working in the mining industry and later shifted to working in consulting and engineering administrative roles. Nicole came from a large family and also has a large family of her own. She has lived in the area her entire life. Nicole understands our world, how important financial planning is, and also understands the importance of looking out for her own family.

To go a step further, Nicole’s relationship with Danielle emerged out of being a client! It was by good fortune that Nicole came to work with Genier Financial Services Inc. One day she had an appointment with Danielle for her own personal investments and that’s when Danielle mentioned to her that she was looking to hire an Administrative Assistant. Nicole followed up with her resume, and the rest was history.

Nicole is one of those happy people who likes to take action. She’s not the centre of attention, but she is often near the centre of the action, answering questions, following up and keeping things moving.

Playing a key role in processing the paperwork of the office, making appointments, and helping clients, Nicole brings common sense and a family focus to her work.

Chantal Charette

Chantal was born and raised in the Timmins area and joined GFS in May 2011.

Chantal supports the full-time administrative assistant in many areas of the business.

Chantal is a family oriented person and a pleasure to work with.

Kerry Newton

Kerry was born in Timmins and raised in Newmarket, returning to Timmins at the age of 20. She joined GFS in November 2011 as a Administrative Assistant. Kerry’s main role is to assist the Admin team with their day to day paperwork and general office duties. Kerry is a very pleasant person who is always willing to give 100%.

Danielle J. Genier, CLU, CFP

Certified Financial Planner

Clayton Dulong, CFP

Certified Financial Planner

Diane Pawson, EPC

Certified Financial Planner

About

Genier Financial Services Inc.

Danielle J. Genier, CLU, CFP

Certified Financial Planner

Clayton Dulong, CFP

Certified Financial Planner

Diane Pawson, EPC

Certified Financial Planner

Marlene Crytes

Senior Administrative Specialist

Nicole Godda

Administrative Specialist

Chantal Charette

Kerry Newton

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