Genier Financial Service

A Team Committed to Your Financial Success

At Genier Financial Services Inc., we believe financial security is about more than just numbers. It's about understanding your unique goals and aspirations, and tailoring a personalized plan that aligns with your life journey. Our dedicated team of professionals will work with you to create a strategy that empowers you to reach your financial potential.

Comprehensive Financial Solutions

Our range of services cover every aspect of your financial life, including:

Retirement Planning

• Retirement analysis and planning
• Pension analysis and buybacks
• Pension transfers
• Government benefit analysis

Investment Management

• Mutual funds - RRSPs, RESP's, TFSA's, RRIF's, RDSP's, LIF's
• Segregated funds - RRSP's, TFSA's, RRIF's, LIF's
• Annuities

Insurance Solutions

• Individual life insurance
• Participating term universal life insurance
• Mortgage insurance
• Critical/disability insurance
• Travel insurance (referral to Away Care)

Financial Planning and Guidance

• Budgeting and cash flow management
• Business insurance
• Business succession planning
• Estate planning

Our Guiding Principles

Our approach is built on three core principles:

• Integrity: We prioritize honesty and transparency in all our interactions.
• Personalized Service: We take the time to understand your unique needs and goals.
• Empowerment: We equip you with the knowledge and tools you need to make informed financial decisions.

Meet the Team

Our team members are highly experienced and certified professionals with a deep understanding of the financial landscape.

Danielle J. Genier, CLU, CFP: Founder and Certified Financial Planner

Ryan Perkins, CFP: Certified Financial Planner and passionate wealth-sharing advocate

Get Started Today

Taking charge of your financial future is easier than you think. Contact us today to schedule a personalized consultation and discover a path to financial success with Genier Financial Services Inc.