What can we help you with?

What can we help you with?

All team members are showing and displaying all team specialties. L’ensemble des membres de l’équipe et leurs spécialités s’affichent.

Michael Barak

CFP® , RRC

Financial Advisor*

Mutual Fund Investment Specialist**

Michael is a Certified Financial Planner and a Registered Retirement Consultant with over 20 years of industry experience.

He offers comprehensive, customized financial planning services to Canadians to help them create and preserve wealth and protect their assets. Michael’s services include tax planning, education planning, budgeting, estates, trusts, investments, insurance and retirement planning.

Michael advises businesses, business owners, executives, employees and retirees and is committed to understanding your individual needs and providing you with in-depth analysis and personalized solutions.

People who consult with Michael find that they not only lower their tax bills but also maximize their retirement capital, grow their wealth, reduce debt, protect their estate and secure their families' future.

Speciality

  • Retirement planning
  • Tax planning
  • Investment planning
  • Estate planning
  • Debt management
  • Insurance and risk management
  • Business liability protection
  • Business owner services, such as succession planning, buy-sell agreements, group benefits plans, group investment plans, business owner insurance, etc.

Location

Ottawa

Email

Grace Liu

Associate Insurance Agent

Location

Ottawa

Email

Lindsay Renaud

Associate Insurance Agent

Lindsay has been providing insurance to people around the Ottawa area for over 14 years. She believes that putting clients first and maintaining a high level of professionalism on their behalf is what gives clients the peace of mind they deserve. She brings a high level of expertise to our clients and works diligently with them to find a plan that meets all of their concerns. Lindsay's specialty lies in home and auto insurance and business liability insurance support.

Location

Ottawa

Email

Liv Gauthier

Associate Insurance Agent I

Location

Ottawa

Email

*Offering insurance products underwritten by Co-operators General Insurance Company and Co-operators Life Insurance Company.

**Offering mutual funds through Co-operators Financial Investment Services.