What we do
We provide personalized financial planning for individuals and businesses. Your plan is designed around your goals, supported by a comprehensive range of financial services and expert advice.
Financial Planning
‣ Retirement Planning
‣ Pension Analysis, Buy Backs
and Transfers
‣ Government Benefit
Analysis (CPP/OAS)
‣Tax-Minimization Strategies
‣ Estate Planning
‣ Budgeting & Cash-Flow Management
Investment Management
‣ Active Portfolio Management & Planning with a broad access to leading fund managers
‣ Mutual Funds &
Segregated Funds
‣ RRSP, TFSA, RRIF, LIF
‣ RESP, RDSP, FHSA
‣ Annuities
‣ GICs and more...
Insurance
‣ Life Insurance - Term Life, Permanent Participating
& Universal Insurance
‣ Mortgage Insurance
‣ Individual Critical Insurance (CI)
‣ Individual Disability
Insurance (DI)
‣ Insurance Planning Strategies
Business Planning
‣ Corporate Planning
‣ Continuation Planning
‣ Succession Planning
‣ Business Insurance Planning
‣ Key Person Insurance
‣ Funding buy/sell Agreements
‣ Group Employee Benefits
‣ Group Pension
Who We Are
Empowering Financial Success
At Genier Financial Services Inc., we are passionate about delivering exceptional financial planning and advisory services tailored to meet your specific needs. Our experienced team of professionals provides personalized and reliable guidance to enhance your financial well-being and promote long-term financial success.
Meet the
team
Our administrative team is the backbone of our firm. Their professionalism, organization,
and attention to detail ensure our operations run smoothly and our clients receive a
seamless experience at every stage. Working alongside them is our team of experienced
advisors, who bring insight, strategy, and personalized guidance to every client relationship.
Together, our administrative and advisory teams collaborate to deliver thoughtful financial
planning, clear communication, and a high standard of service from start to finish.
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Benefits
Why choose us
At Genier Financial Services Inc., we prioritize client financial well-being and offer personalized financial plans to meet individual needs. Our team of skilled professionals ensures your comfort and confidence at all times, providing reliable and compassionate support.
Personalized Financial Advice
Our dedicated advisors provide compassionate support and guidance, ensuring you receive the attention and expertise you deserve. We focus on building strong relationships with our clients to promote trust and financial well-being.
Expert Financial Team
Our experienced team of advisors delivers high-quality services to meet your financial and investment goals. We are dedicated to ensuring the best possible financial outcomes for our clients through expertise and commitment.
Tailored Financial Solutions
We believe in a tailored approach to financial planning, customizing our services to your unique needs and preferences. Our goal is to empower you to achieve your financial aspirations with the support and guidance you need.
The process
A simple 6-step process to understand your goals, build a personalized plan, implement strategies, and review regularly to keep you on track.
Fact Find
Our first meeting is focused on getting to know you. We discuss your goals, priorities, values, and current financial situation to understand what matters most.
Present Plan and Recommendations
In our second meeting, we review your financial plan together. We explain our recommendations clearly and answer any questions so you fully understand your options.
Gathering Information
We collect relevant financial details such as assets, liabilities, income, insurance, and existing plans. This ensures we have a complete and accurate picture before making recommendations.
Implement Plan and Strategies
Once you’re comfortable, we help put the agreed-upon strategies into action. This may include coordinating investments, insurance, tax, or estate planning steps.
Build your Financial Plan
Using the information gathered, we create a personalized financial plan designed to align your goals with practical strategies. This plan serves as your roadmap for making confident financial decisions.
Review and Adjust
Financial planning is ongoing. We regularly review your plan and make adjustments as your life, goals, and circumstances change.
Contact us
174 Third Ave
Timmins, Ontario, P4N 1C8
Office: 705-360-5555
Text only: 705-221-5788
Fax: 705-360-5579
Office Parking
We are located at 174 Third Ave, across from the Government of Canada complex & Ciao Sandwich. Our client entrance is on the side of the building in the parking lot as seen on the map. Client parking can be accessed via laneway on Balsam St. South. Laneway is found by Bermuda Tan. Enter and turn right, park on the right side of the parking lot facing the GFS entrance.
