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.
What We Do
We 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.
RETIREMENT PLANNING
• Retirement Analysis
• Pension Analysis/Pension Buy Backs
• Pension Transfers:
(If you are leaving your employment)
• Government Benefit Analysis:
(When to draw CPP and OAS)
INVESTMENTS MANAGEMENT PLANNING
• Mutual funds -RRSP's, RESP's, TFSA's, RRIF's, RDSP's, LIF's
• Segregated Funds -RRSP's, TFSA's, RRIF's, LIF's
• Annuities
••• All Investment accounts are offered in both Segregated Funds and Mutual Funds. •••
INDIVIDUAL LIFE INSURANCE
• Participating
• Term
• Universal life
• Mortgage Insurance
• Critical/Disability
• Insurance Solutions
• Travel Insurance (provide referral to Away Care)
Budgeting and Cash Flow Management
• Business insurance
• Business continuation
• Key person insurance
• Funding buy/sell agreements
• Employee Benefits
• Group Pension