OUR OBJECTIVE: To be the preeminent provider of financial services in the ‘advice’ channel, by integrating the best in independent financial planning and insurance services, and the best in exclusive managed-money products.
OUR GOAL: Our goal is to help you find or review your personal financial situation to get the best benefits at the best price possible. We shop around from all the top insurance carrier in Canada and we will provide you with service & local support on products which are flexible and comprehensive, we offer the best possible value.
Why Use an Independent Representative?
Independent Representative can offer valuable, objective advice. Financial planning may be easy for some people, but not for others. That’s why it’s important to work with someone who is knowledgeable about the latest in investments, taxes, and insurance, and how they can work for you.
An independent rep. will tell you that the secret to successful planning is setting financial goals and objectives, and then developing, following and updating a plan to make those goals a reality. For example, retirement planning may include a diversified portfolio of insurance and investments as one of the most effective strategies for long-term growth.
An independent rep. can add value to your financial planning by:
- Providing insight and guidance on the wide variety of products and services available.
- Drawing on past experiences to guide you through the planning process.
- Evaluating your personal needs.
- Helping you design and periodically review a plan that’s right for you.
- Being objective.
Joël Lemieux, EPC, CEA:
I am a Financial Security Advisor living in the Ottawa region. Since 2008, I was fortunate to help many families and business protect their assets, estates, and income. In 2019 I completed the Canadian Initiative for Elder Planning Studies (EPC) & in 2022 the Canadian Institute of Certified Executor Advisors (CEA). These Designations provide me with a much better comprehension of issues that may arise for Elders & Executors.
As a family man with three beautiful & healthy children living in the suburbs, I can especially relate to young families. I understand that the cost of living, mortgage payments, daycare and many other expenditures can greatly affect the financial plan. This is where I come in; by preparing a family needs analysis, I can provide options and advice to meet your current and future needs all within a set budget.
Joël Lemieux, EPC, CEA
Financial Security Advisor
Cell: (613) 863-3278
Office: (613) 370-6226
Fax: (343) 888-2190
Gabrielle Lemieux, B.s.w.: Gabrielle joined the Ottawabroker team in 2015 as a newly licensed Mortgage Agent (Mortgage Alliance Ottawa #12679). She is also our Administrative Assistant and provides unparalleled service to our clients
Gabrielle has a Bachelor in social work, which helps her understand some of the concerns that clients may have. She worked as a Social Worker for 8 years before joining the team.
Mario Lemieux: Born in Ottawa, Ontario, Mario Lemieux joined RE/MAX after a long and successful career as a top performer in the financial and sales industry. Mario prides himself on providing unparalleled service. He promises to remain honest and forthright, ethical, and to place your best interest in the highest regard throughout the process of all real estate transactions.
Always reachable! Mario will make sure your home buying or selling process a fun and happy experience. He is available to answer any of your inquiries and will refer to your needs accordingly. So please don’t hesitate to contact him.
Bilingual Sales Representative
RE/MAX - Independently Owned & Operated Brokerage
2315 St-Joseph Blvd • Ottawa • ON • K1C 1E7
C: 613.889.9259 W: 613.739.5959 F: 1.866.695.9006
Robert "Bob" Lemieux: (Deceased 2019) - Born in Montreal, Quebec, Robert worked in the Ottawa-Hull area since 1972. Before becoming a Financial Advisor, Bob had a business in sales. From selling vacuums to selling jewelry, he worked hard to provide for his family. He was a true business man and sales guru.
In 1994, Bob wanted to help individuals in a more personal way. He acquired his insurance & investment licence and within 2 years became a regional-vice president. Over his 25 years in the financial service industry Robert achieved top performer on multiple occasions and was one of the first to create a web base service using his Ottawabroker.com website.
In August of 2019, Robert decided to retire and was succeeded by his son Joël Lemieux (licensed since 2008), to continue the family business. Robert had decided to remain involved in the industry as a consultant but unfortunately, not long after his retirement, Robert was diagnosed with Stage 4 lung cancer and he passed away on December 22nd of that year.
His motto lives on:
Benefits of working with an Independent Representative: choice, trust, and peace of mind.