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
Joël Lemieux
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.
Financial Security Advisor
Independent Representative
Cell: (613) 863-3278
Office: (613) 370-6226
Fax: (343) 888-2190
Joel.Lemieux@ottawabroker.com
Gabrielle Lemieux, B.s.w
Mortgage Broker
jglemieux@ottawabroker.com
Gabrielle Lemieux
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.
Robert “Bob” Lemieux
Founder, Deceased 2019
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.