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Barak Queija

Certified Finanical PlannerIG Wealth ManagementToronto, Ontario

We help our clients create, protect, and preserve their wealth from the cradle to the grave and beyond.

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Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Estate Planning Family Business Planning Insurance Planning Investment Planning Legacy & Philanthropic Planning Retirement Income Planning Tax Planning Works Remotely

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Coach Financial Planner

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English Spanish French

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

New Brunswick Nova Scotia Ontario

Certification/Additional Courses ?

CEA CFP® CHS™ CLU® CPCA RRC

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Annuity Bond Exchange Traded Fund (ETF) Guaranteed Investment Certificate (GIC) Mutual Fund Security Segregated Fund Stock Private Equity
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