Danielle J. GenierCLU, CFP

Certified Financial Planner

 

Clayton DulongCFP

Certified Financial Planner

 

Ryan Perkins

Financial Security Advisor

 

Our Vision

Our team of professionals at Genier Financial Services Inc. is committed to providing comprehensive services with value-added solutions to help you fulfill your financial goals and dreams.

Our values

  • Act with integrity
  • Ongoing education
  • Consistent service
  • Grow with our clients
  • Practical solutions
  • Succession planning

Services

Our experienced financial advisors will work with you to develop a complete and sound financial plan.

We offer a broad range of financial products:

  • Individual life insurance
  • Segregated fund policies, registered retirement savings plans (RRSPs)
  • Payout annuities, registered retirement income funds (RRIFs) and life income funds (LIFs)
  • Individual disability insurance
  • Individual critical illness insurance
  • Individual health and dental insurance
  • Business insurance
  • Group insurance
  • Group retirement plans
  • Mortgages
  • Solutions Banking TM

We also provide a range of financial services:

  • Financial planning
  • Retirement planning
  • Tax-minimization strategies
  • Estate planning
  • Business succession planning

Your financial plan will be designed to help you fulfill your requirements and expectations.

The information on this website is intended for residents of Ontario only.

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