Working with you to

Better understand what financial security means to you by reviewing your current situation and defining goals
Identify and discuss any roadblocks to achieving your goals and analyse your situation
Identify any gaps and build a plan to help you achieve your short- and long-term goals and dreams
Review and monitor your financial security plan regularly to help ensure it continues to meet your changing needs

PRODUCTS AND SERVICES

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Investment Planning/Management

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Insurance
Planning

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Employee
Benefits

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Holistic Financial Planning

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Retirement
Planning

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Budget
Planning

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© 2020 Genier Financial Services Inc
Phone: 705-360-5555