Certified Financial Planner
Success doesn’t come from just “practicing what you preach” – it’s much bigger than that. It comes from being willing to live what you really believe; and that’s the way Danielle Genier created success in her own life, and has helped her clients do the same.
But the problem with actually living what you believe is that it takes courage, and not the theoretical kind. It takes the real, day-to-day, even-if-it’s-not-popular kind of courage – luckily Danielle seems to have lots of that.
One of the most amazing things about Danielle is that she simply has to “tell it as it is” – she can’t help it. So when her clients are on track and doing a great job, she is there to remind them of their success and encourage them to continue. When she has clients that are drifting off their plan, she is also there to remind them of their own reasons for taking charge of their financial security, and how to continue to stick to their plan.
Quite simply, because Danielle believes so much that her clients can truly be financially successful, she has no hesitation in living her responsibility of holding them accountable to their goals. Sometimes those conversations are exciting and create a lot of enthusiasm, other times they require a bit more courage. And as Danielle will tell you, the real courage in being financially successful is the courage to tell the truth.
Many people aren’t getting what they want because they are putting their attention on what everyone else thinks is important, not what they think is important. That’s why Danielle spends so much time with her clients – time understanding what is truly important to them.
With an entire career in the banking and financial services world, Danielle brings a very practical and compelling path to creating financial security. She also brings the skills and expertise. Danielle has earned her Chartered Life Underwriter’s (CLU) designation as well as the Certified Financial Planner (CFP) designation granted by the Financial Planners Standards Council of Canada; and is an active member of Advocis – the national Financial Advisors Association of Canada.
If you’re ready for some straight talk about your financial path – both personally and for your business – then Danielle is ready to help you build on what’s most important to you.
Ryan Perkins devotes his time to Genier Financial clients looking to reach ultimate financial success. More than his title of Certified Financial Planner; he is a curator of opportunity and insider knowledge. With personal and professional development top of mind, Ryan has a passion for sharing his wealth of knowledge with his clients and colleagues — characteristics that give him a clear advantage in his field.
Likewise, Ryan has the unique advantage of intrinsically understanding the Northern Ontario lifestyle and culture. Having grown up in Kirkland Lake, Ryan was born and raised an outdoors enthusiast, now immersing himself in hunting, fishing and all manners of sport. Notwithstanding, he understands the meaning of a hard days’ work. Before his office days, Ryan worked underground in Gold mines and built his own company from the ground up. He knows how to get his hands dirty and always acts with integrity; growing and developing along with his clients and their needs.
The only things that rival Ryan’s work ethic are his thirst for knowledge and his ability to problem-solve. Goal-oriented and kind, Ryan’s manner allows his clients to open up and share their personal and financial goals, so he may consistently find solutions to their financial planning. Powered by diligent policies and procedures, decades of combined experience and dynamic members, such as Ryan, Genier Financial Services provides tailored financial services for every comfort level. Coupled with the strength of the Genier Financial team, Ryan can help everyone carve their path to financial success.
Carole Caron is one of Genier Financial’s newest team members who brings many years of finance and insurance experience to her role of Service Specialist. Carole works closely with clients, alongside Certified Financial Planners, to deepen their client service and experience model. Coupled with Genier Financial’s strong processes, Carole is involved with booking appointments, initial introductions, supporting advisor recommendations and, administration, where she takes her time to connect with clients and identify their optimal retirement path.
Native to Timmins, Ontario, Carole is rooted to her community and is teeming with traditional family values. Much of her time outside of work is spent outdoors on walking trails, regardless of season, at the cottage or indulging in spa getaways. A health and fitness habitué who believes that mental clarity and physical balance are key to one’s longevity, Carole consistently has goals and objectives top of mind. Similarly, Carole believes a targeted financial plan is imperative for clients’ personal and professional successes. She is passionate for helping others which is evidenced by her kind demeanour towards clients and colleagues alike.
Enthusiastic for continuing education, Carole delights in widening her knowledge through reading, mentorship and relationships. Her compassionate instincts help to forge deeper connections with GFS clients and her easy-going personality makes for effortless conversation. Carole’s inherent outside-of-the-box inclination, interpretive mindset and organizational skills, combined with the experience and abundant expertise of the GFS team, foster the necessary foundation for client support.
Natashia’s also very active, raising an eight-year-old while still finding time to participate in CrossFit, volunteer with Girl Guides of Canada and play baseball, among other activities. Her energy is apparent and contagious.
At the same time, Natashia brings a predictable quality to her work. She’s attentive and thoughtful as she takes care of the detailed work of processing investments, applications and much of the paperwork that comes with the well-advised decisions of clients.
Natashia grew up in Timmins and first came to Genier Financial Services as a client. When the opportunity to work with the Genier team arose, she jumped at it.
We're happy Natashia has joined our team. Her shining personality, strong work ethic and big heart make her the right fit for a firm that really cares about clients.
In some ways, hearing Nicole’s story helps one understand why she’s such a good fit at Genier Financial Services Inc. She started working in the mining industry and later shifted to working in consulting and engineering administrative roles. Nicole came from a large family and also has a large family of her own. She has lived in the area her entire life. Nicole understands our world, how important financial planning is, and also understands the importance of looking out for her own family.
To go a step further, Nicole’s relationship with Danielle emerged out of being a client! It was by good fortune that Nicole came to work with Genier Financial Services Inc. One day she had an appointment with Danielle for her own personal investments and that’s when Danielle mentioned to her that she was looking to hire an Administrative Assistant. Nicole followed up with her resume, and the rest was history.
Nicole is one of those happy people who likes to take action. She’s not the centre of attention, but she is often near the centre of the action, answering questions, following up and keeping things moving.
Playing a key role in processing the paperwork of the office, making appointments, and helping clients, Nicole brings common sense and a family focus to her work.
Mel was born and raised in Timmins, and has always felt connected to the community. Working at Genier Financial gives her the opportunity to support people making important decisions that can have a real impact on their lives. Mel spent years working in a doctor’s office and learned the importance of confidentiality, organization and attention to detail; skills that serve our clients well as she handles critical data entry, preparing materials and processing applications for insurance, among other things.
Married, with two great kids, she and her husband enjoy life outside – skiing, fishing, boating and more. She’s that rare combination of outgoing, easy going, and detail-minded. Mel is the perfect fit as our Administrative Specialist at Genier Financial Services Inc.
Margo Barkel’s combined background in client relations, insurance and marketing bring a unique skill-set to the Genier Financial team and her role of Administrative Specialist. Responsible for an array of administrative tasks, Margo’s intuitive collaboration with the team permits seamless client support, whether over the phone or in-person. Moreover, Margo’s history with GFS team members allows for a more profound understanding of the GFS business culture and has helped her adapt quickly to her role, standing as the vital go-between for GFS advisors and clients alike.
Born and bred in Schumacher, Ontario, Margo prizes her northern lifestyle and close-knit community. Living in proximity to her immediate family and lifelong friends, Margo relishes in her bonded relationships and is a people person through and through. More than her work, Margo loves to travel, socialize and walk the trails with her family. Although energized by the open air, Margo’s true love is interior decorating. A fanatic for fixing, upgrading and redecorating, Margo’s creativity and attention to detail add an enhanced flair to the GFS team and positive office environment.
Comfortable in any group setting, Margo is a straight shooter whose direct communication style and problem-solving skills prove an asset. Margo is eager to learn, not only the industry, but about GFS clients' personal lives, which enhances the client experience model. Blending her years experience in client relations and genuine active-listening finesse, Margo is equipped with a unique perspective in client interactions. Distinguished by her witty personality, professionalism and delightfulness, Margo creates a calming atmosphere and lifts client confidence alongside her accomplished colleagues at GFS.
