Genier Financial Services Inc.

Happy Civic Holiday from all of us at Genier Financial Services!

Wishing you a safe, relaxing, and well-deserved long weekend. ☀️

www.genierfinancial.com

Meet the Team

Danielle J. Genier, CLU, CFP
Founder & Financial Planner

Success doesn't come from just practicing what you preach, it comes from truly living what you believe. That takes real, day-to-day courage, and Danielle has it in spades.

Danielle can't help but "tell it like it is." When clients are on track, she's there to celebrate their progress. When they drift, she reminds them why they started and helps them get back on course. Because she believes so deeply in her clients' potential, she holds them accountable even when it takes courage to tell the truth.

Danielle spends real time with clients understanding what's genuinely important to them, not what everyone else says should matter. With a career built entirely in banking and financial services, she brings a practical, compelling approach to financial security backed by her Chartered Life Underwriter (CLU) and Certified Financial Planner (CFP) designations, and active membership in Advocis, Canada's national Financial Advisors Association.

If you're ready for straight talk about your financial path, personal or business Danielle is ready to help.

www.genierfinancial.com

Meet the Team - Vicky Lalonde, Administrative Specialist - Wealth

Vicky Lalonde is an Administrative Specialist – Wealth at Genier Financial Services, where she supports client scheduling, file preparation, system updates, and front-office operations. Known for her strong organizational skills and welcoming personality, Vicky is dedicated to creating a seamless and positive client experience. Born in Mattawa and raised in Timmins, Vicky brings valuable experience in administrative and legal office roles, along with a strong work ethic and team-focused mindset.

A proud mother of two grown children, she enjoys staying active, spending time outdoors, and supporting her Northern Ontario community with care and professionalism.

www.genierfinancial.com

Meet the Team - Billie Tuinema, Administrative Specialist - Wealth

Billie Tuinema is an Administrative Specialist – Wealth who supports advisors and processes mutual and segregated fund transactions with precision and efficiency. Working remotely from Dundas, Ontario, she brings strong organizational skills and a thoughtful, client-focused approach to the Genier Financial Services team.

With a background in healthcare as a Respiratory Therapist, Billie developed exceptional attention to detail and communication skills in fast-paced environments. Proudly connected to Northern Ontario and the GFS family, Billie is passionate about contributing to the continued growth and success of the team.

www.genierfinancial.com

🇨🇦 Happy Canada Day! 🍁

Today, we celebrate the people, communities, and values that make Canada such a wonderful place to call home.

Whether you're spending the day with family, enjoying the outdoors, or taking part in local celebrations, we hope you have a safe and memorable Canada Day.

From all of us at Genier Financial Services, thank you for allowing us to be part of your financial journey. Here's to a bright future for you, your family, and our communities.

Happy Canada Day! ❤️

Meet the Team - Margo Barkel, Administrative Specialist - Insurance

Born and raised in Schumacher, Ontario, Margo Barkel brings a strong background in client relations, insurance, and marketing to her role as Administrative Specialist – Insurance at Genier Financial Services. Known for her friendly personality, professionalism, and attention to detail, Margo plays an important role in supporting both clients and advisors through seamless communication and exceptional service.

A true people person, Margo values her close-knit northern community and enjoys spending time with family and friends, travelling, and exploring local trails. Her creativity and passion for interior decorating also bring a positive energy and unique flair to the office environment. With her strong problem-solving skills and genuine care for clients, Margo helps create a welcoming and confident experience for everyone she works with.

www.genierfinancial.com

☀️ Summer Financial Check-In

While you're enjoying the sunshine, it's also a great time to give your finances a quick mid-year review.

✔️ Review your account statements
✔️ Update passwords and enable multi-factor authentication
✔️ Confirm your beneficiary designations are up to date
✔️ Check that your emergency fund still meets your needs
✔️ Research financial professionals and investment opportunities before committing
✔️ Review recurring subscriptions and account fees
✔️ Safely dispose of outdated financial documents

Small actions today can help create greater financial confidence tomorrow.

Meet the Team - Nicole Godda, Operations Leader

Born and raised in Timmins, Nicole is the youngest of twelve children and brings a strong sense of family and community to her role at Genier Financial Services. With experience in the mining, consulting, and engineering industries, she offers excellent organizational skills and a client-focused approach.

Nicole first connected with the team as a client before joining the company as an Administrative Assistant. Today, she plays an important role in supporting clients, managing appointments, and helping keep the office running smoothly with her friendly and dependable personality.

www.genierfinancial.com

Happy Father’s Day to all the amazing dads and father figures who work hard, lead by example, and help build strong futures for their families. 💙

Wishing you a day filled with appreciation, family, and great memories.

💡 Tuesday Money Tip 💡

Financial success doesn’t happen overnight, it’s built through smart habits and consistency over time.

Here are 6 simple keys to money success:

✔️ Spend less than you earn
✔️ Keep debt manageable
✔️ Build your savings over time
✔️ Learn the basics of investing
✔️ Know when enough is enough
✔️ Appreciate what you already have

Small steps today can lead to big results tomorrow.

www.genierfinancial.com