Danielle J. GenierCLU, CFP

Certified Financial Planner

 

Clayton DulongCFP

Certified Financial Planner

 

Ryan Perkins

Financial Security Advisor

 

Products and Services

Financial products and services should address specific needs in your financial security plan – whether it is to help fund your child's education, build a successful business or retire comfortably.

We have access to a broad range of insurance, investment and retirement income products to help meet your individual and business needs and goals.

For Businesses

  • Group benefits to help you recruit and retain employees
  • Various types of insurance to help you protect your business
  • Banking solutions tailored to fit your needs
Click here for Businesses

For Individuals

  • Insurance products to help you manage risk and unexpected costs
  • Investment products to help you plan for retirement and reach your financial goals
  • Mortgage products to help you make home ownership a piece of your plan
  • Banking solutions tailored to your needs
Click here for Individuals

Arrange to meet* with us today to discuss your financial security plan and how these products and services could help you meet your needs and goals.

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

Click here to view legal, copyright and trademark information

* The use of e-mail is not a secure medium and personal information should be transmitted by more secure means.

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