Business Details
Your Trusted Financial Partner in Timmins
At Genier Financial Services, we are dedicated to delivering comprehensive financial solutions tailored to individual and business needs. Our team of certified professionals specializes in retirement planning, investment management, and estate strategies, ensuring clients achieve long-term financial security. With decades of combined experience and a commitment to transparency, we prioritize personalized service, leveraging our expertise in tax-minimization and insurance solutions.Our approach emphasizes accountability, practical guidance, and a deep understanding of Northern Ontario's unique financial landscape. By focusing on client-specific goals, we empower families and entrepreneurs to build sustainable wealth and navigate complex financial decisions with confidence.
Services
Financial Planning
Retirement Analysis
Investment Management
Estate Planning
Business Succession Planning
Life Insurance Solutions
Pension Transfers
Government Benefit Analysis
Critical Illness Insurance
Employee Benefits Consulting
Highlights and features
- Certified advisors with decades of combined industry experience
- Personalized financial strategies tailored to Northern Ontario lifestyles
- Transparent communication and client-focused accountability
- Comprehensive services spanning retirement, investments, and insurance
- Proven track record in tax-minimization and estate planning
Associations and certifications
- Certified Financial Planner (CFP)
- Chartered Life Underwriter (CLU)
- Advocis - Financial Advisors Association of Canada
Services
Financial Planning
Our financial planning service creates customized roadmaps for long-term security. We analyze income, expenses, and goals to develop actionable strategies. Clients receive ongoing guidance to adapt plans as life circumstances evolve.
Retirement Analysis
We evaluate pension options, government benefits, and savings requirements for retirement readiness. Our analysis includes pension transfers, CPP/OAS optimization, and income projections to ensure sustainable post-career finances.
Investment Management
We offer mutual funds and segregated funds across RRSPs, TFSAs, and retirement accounts. Our approach balances risk management with growth potential through diversified, goal-aligned investment portfolios tailored to individual risk profiles.
Estate Planning
Our estate planning service ensures efficient asset distribution while minimizing tax implications. We coordinate wills, trusts, and insurance solutions to protect family wealth and facilitate smooth business succession transitions.
Business Insurance
We provide business continuation insurance, key person protection, and buy/sell agreement funding. Our solutions safeguard companies against financial disruptions from unexpected events while supporting long-term operational stability.
People
Danielle J. Genier
Founder
Certified Financial Planner and Chartered Life Underwriter with 20+ years in financial services. Advocis member specializing in retirement strategies and client accountability frameworks for sustainable wealth growth.
Ryan Perkins
Principal Advisor
CFP professional with mining industry background. Focuses on Northern Ontario business owners, combining practical experience with investment expertise to create tailored financial solutions for entrepreneurs.
Cory Kingsbury
Financial Advisor
Experienced advisor transitioning from retail and business ownership. Specializes in making complex financial concepts accessible while pursuing full planner accreditation under senior mentors.
Vicky Lalonde
Administrative Assistant
Client experience coordinator managing scheduling and documentation. Brings legal office experience to ensure seamless administrative support for advisors and client interactions.
Margo Barkel
Client Experience Coordinator
Administrative specialist with insurance background. Facilitates communication between advisors and clients while applying marketing expertise to enhance service delivery processes.
Questions
What financial services do you specialize in?
We specialize in retirement planning, investment management, estate strategies, business succession planning, and insurance solutions tailored to individual and corporate needs.
How do you create personalized financial plans?
Our certified advisors conduct comprehensive assessments of your goals, risk tolerance, and financial situation to develop customized strategies aligned with your unique circumstances.
Are your advisors certified professionals?
Yes, our team includes Certified Financial Planners (CFP) and Chartered Life Underwriters (CLU) with extensive industry expertise and Advocis membership.
Do you serve clients outside Northern Ontario?
While we specialize in Northern Ontario markets, we provide services to clients across Canada through virtual consultations and remote portfolio management.
How can I schedule a consultation?
Book appointments online via our website or contact us directly at 705-360-5555 to discuss your financial goals with a qualified advisor.
Do you offer insurance referrals?
Yes, we provide travel insurance referrals through Away Care and offer comprehensive life, critical illness, and disability insurance solutions.
