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 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.

Our team

Joël Lemieux, EPC, CEA

Financial Security Advisor
joel.lemieux@ottawabroker.com

Gabrielle Lemieux, B.s.w

Robert “Bob” Lemieux

Founder, Deceased 2019