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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.

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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

Book an appointment

Book Now

Call us

705-360-5555