Jules E. Génier

Financial Planner
ASSANTE - Beauce

popup medal icon RIA: Certified

Certifications in RI:

Responsible Investment Advisor Certification (RIAC)
Responsible Investment Specialist (RIS)
Services Offered in RI
  • Will & Estate planning
  • Insurance & risk planning
  • Taxation planning
  • Investment management
  • Succession planning
  • Small business planning
  • Financial planning
Investor Type Dealt With

Individual

Type of License

Autorité des marchés financiers

Chambre de la sécurité financière

Other

MFDA

Provinces Licensed In
  • Ontario
  • Quebec
  • Alberta