Danielle J. GenierCLU, CFP

Certified Financial Planner

 

Clayton DulongCFP

Certified Financial Planner

 

Ryan Perkins

Financial Security Advisor

 

Working with you

Financial security planning is about more than planning for retirement or protecting yourself against risk – it is about making dreams come true.

We are focused on helping you achieve freedom and choice at all stages of life. To do this, we use a financial security planning process. It is a process designed to help you.

  • Better understand what financial security means to you by reviewing your current situation and defining goals
  • Identify and discuss any roadblocks to achieving your goals and analyse your situation
  • Identify any gaps and build a plan to help you achieve your short- and long-term goals and dreams
  • Review and monitor your financial security plan regularly to help ensure it continues to meet your changing needs

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

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