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?
Talk to the Experts
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.
Benefits of working with an Independent Representative: Choice, Trust, and Peace of Mind.
Joël Lemieux, EPC: I am a Financial Security Advisor living in the Ottawa region. I have studied in a broad range of subjects from Mathematics, Forestry & Real Estate to Insurance, Investment & Mortgage Financing. I have also worked as an Account Reconciliation Clerk for Revenue Canada for over 10 years. In 2008, I decided to change my career path to become a Financial Security Advisor, to help families and business protect their assets, estates and income. In 2019, i completed the Canadian Initiative for Elder Planning Studies and added Mortgage Financing to my list of products.
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
Financial Security Advisor & Mortgage Agent
Cell: (613) 863-3278
Office: (613) 370-6226
Fax: (343) 888-2190
Robert Lemieux: Born in Montreal, Quebec, I have been working in the Ottawa-Hull area since 1972.
After ten years of running my own business, I decided in 1994 to join a Fortune 500 company where I did financial planning and became regional vice-president after only two years.
License #: 94027461 in Ontario
- Status: Authorized To Sell
- Activity Type: Consultant
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 metro-city realty ltd
Independently Owned & Operated Brokerage
2315 St-Joseph Blvd • Ottawa • ON • K1C 1E7
C: 613.889.9259 W: 613.837.0000 F: 1.866.695.9006
Gabrielle Lemieux: Social worker for almost 10 years but decided to change her career back in 2015 to join the Ottawabroker team as a newly licensed Mortgage Agent (Mortgage Alliance Ottawa #12679). Gabrielle also helps the team as a Administrative Assistant.
*Insurance products are sold through Qualified Financial Services Inc. & Mortgage products through Mortgage Alliance Ottawa #12679.