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General
About
Provide services in what I call the Six Pillars of Financial Planning:
1. Tax Planning
2. Cash Management Planning
3. Risk Management Planning
4. Retirement Planning
5. Investment Planning
6. Estate Planning
My role as a Financial Planner is to create, manage, and protect a client's wealth and at the same time help them overcome their financial concerns and ultimately achieve their financial goals.
Feel free to contact me at barak.queija@investorsgroup.com for further information.
SpecialtiesPersonal Financial Planning; Corporate Financial Planning; Self-Employed Business Planning
1. Tax Planning
2. Cash Management Planning
3. Risk Management Planning
4. Retirement Planning
5. Investment Planning
6. Estate Planning
My role as a Financial Planner is to create, manage, and protect a client's wealth and at the same time help them overcome their financial concerns and ultimately achieve their financial goals.
Feel free to contact me at barak.queija@investorsgroup.com for further information.
SpecialtiesPersonal Financial Planning; Corporate Financial Planning; Self-Employed Business Planning
Professional Experience
2006 - Present
Division Director
Investors Group Financial Services Inc.
Financial Services
Investors Group Financial Services Inc.
Financial Services
Dec 2006 - Present
Division Director
Investors Group
Financial Services
Investors Group
Financial Services
Sep 1999 - Nov 2006
(7 years, 2 Months)
(7 years, 2 Months)
Consultant
Accenture
Management Consulting
Accenture
Management Consulting
Education
1995
BSc, McGill University (High School)
Computer Science and Management
Computer Science and Management
More about Barak Queija
First Name
Barak
Last Name
Queija
Interests / Hobbies
Financial Planning, Hosting Social Gatherings, Seminar Presentations
My Affiliations
Sigma Chi (Gamma Lambda) - Lifetime Loyal Sigma Chi, Scarlet Key Society (McGill University)
Awards / Honors
- Pillar Award Recipient (2006-2007)
- Rookie of the Year (Toronto Fairview) (2006-2007)
- Top 1 % amongst peer group (2006-2007)
- Balfour Winner (1998-1999)
- President of the Computer Science Undergraduate Society (1998-1999)
- Best Undergraduate Society Faculty of Science (1998-1999)
- Best Undergraduate Society of McGill Unversity (1998-1999)
- Alumni Chairman of the Gamma Lambda Chapter of Sigma Chi (1997 - 1999)
- President of the Gamma Lambda Chapter of Sigma Chi (1996-1997)
- Michael A. Campbell Award for All around excellence in Science (1995)
- Science Fair Winner (St. Patrick's High School) (1995)
- Machar Community Award for Leadership, Friendship, Spirit (Camp Kadimah) (1992)
- Rookie of the Year (Toronto Fairview) (2006-2007)
- Top 1 % amongst peer group (2006-2007)
- Balfour Winner (1998-1999)
- President of the Computer Science Undergraduate Society (1998-1999)
- Best Undergraduate Society Faculty of Science (1998-1999)
- Best Undergraduate Society of McGill Unversity (1998-1999)
- Alumni Chairman of the Gamma Lambda Chapter of Sigma Chi (1997 - 1999)
- President of the Gamma Lambda Chapter of Sigma Chi (1996-1997)
- Michael A. Campbell Award for All around excellence in Science (1995)
- Science Fair Winner (St. Patrick's High School) (1995)
- Machar Community Award for Leadership, Friendship, Spirit (Camp Kadimah) (1992)
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