Danielle J. GenierCLU, CFP

Certified Financial Planner

 

Clayton DulongCFP

Certified Financial Planner

 

Ryan Perkins

Financial Security Advisor

 

About

Genier Financial Services Inc.

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Clayton Dulong, CFP

Certified Financial Planner

705-360-5555
705-360-5579

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.

Ryan Perkins

Financial Security Advisor

705-360-5555
705-360-5579

Because he’s always looking forward, Ryan seems older than he actually is. His ability to plan ahead is something Ryan learned from his father. Coming from a family of successful gold miners, Ryan knows that small decisions can have a big impact and hard work always comes before the payoff.

Ryan has known Danielle for several years. As he’s built his career, including starting a successful roofing company, it’s become clear that his work ethic, business acumen and entrepreneurial spirit are a great fit for Genier Financial Services.

Growing up outside Kirkland Lake, Ryan comes from a family that likes to stay active. He hunts, fishes, plays and referees soccer, volunteers at sporting events, snowboards and does renovations at home. However, it hasn’t always been easy – Ryan’s experienced losses that have reminded him how fragile life can be, as well as how we need to protect ourselves and plan for the future.

Ryan’s easy to talk to, bright, interested in others and always puts in the effort needed to get the job done. We know that as he works with clients and continues to grow as a financial security advisor at Genier Financial Services, good things are in store for everyone.

Nicole Godda

Operations Leader

705-360-5555
705-360-5579

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.

Natashia Chartrand

Administrative Specialist

705-360-5555
705-360-5579

​Natashia has the rare ability to bring an energetic, spontaneous style to everything she does while remaining extremely predictable. Her personality can’t be contained. She’s outgoing and quick to engage – before you know it, you’ll find yourself in a conversation with her.

Natashia’s also very active, raising an eight-year-old while still finding time to participate in CrossFit, volunteer with Girl Guides of Canada and play baseball, among other activities. Her energy is apparent and contagious.

At the same time, Natashia brings a predictable quality to her work. She’s attentive and thoughtful as she takes care of the detailed work of processing investments, applications and much of the paperwork that comes with the well-advised decisions of clients.

Natashia grew up in Timmins and first came to Genier Financial Services as a client. When the opportunity to work with the Genier team arose, she jumped at it.

We're happy Natashia has joined our team. Her shining personality, strong work ethic and big heart make her the right fit for a firm that really cares about clients.

Micheline Belanger

Administrative Specialist

705-360-5555
705-360-5579

Micheline was born in Quebec but moved to Timmins when she was a child. Growing up, Micheline’s father worked in the bush – perhaps that’s why she so loves camping and fishing with her family whenever weather permits it (and sometimes when it doesn’t).

Married with four children, Micheline enjoys, and makes a priority of, family time. She’s thoughtful, grounded and has a steady way about her. 

Early in her career, Micheline took time off to raise her children. In recent years, she has worked in a variety of administrative roles. When she returned to work, she made an immediate impact, quickly being promoted to shift manager because of her attention to detail and desire to get the job done. She then upgraded her skills at the Toronto School of Business and found herself in roles that involved handling accounts payable and payroll issues for a group of companies.

As part of the Genier Financial Services team, Micheline is primarily responsible for group insurance processing and life insurance applications. It was a smooth transition when Micheline joined us because she’s worked with us in the past – we’re just thrilled to have her back.

Micheline is a ‘learner’ and a ‘doer’. She has a keen eye for detail (she’s actually a bit of a perfectionist when it comes to the paperwork) and, as you’ll discover, she’s very keen to help.


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