Michael Barak

Financial Planner Owner, Barak Insurance & Financial Group Inc @Co-operators

Ottawa, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2025 — Present

Financial Planner Owner, Barak Insurance & Financial Group Inc @Co-operators

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Ottawa, ON, CA

EDUCATION

N/A

The London School of Economics and Political Science (LSE)

Master's degree

N/A

Bar-Ilan University

Bachelor of Engineering - B.Eng

SKILLS

Estate Tax PlanningStrategic PlanningInvestmentsFinancial AnalysisFinanceRisk ManagementLeadershipEstate PlanningSmall Business Financial ManagementBudgetingCustomer ServiceInsurance PlanningWealth ManagementFinancial PlanningIndividual Pension PlansRetirement PlanningGroup Insurance

ABOUT MICHAEL BARAK

Two decades of experience in Designing Wealth for business owners, entrepreneurs, professionals and retirees.An award winner Financial Planner, and a guest on local TV and Radio shows, as well as working with the OPL (Ottawa Public Library) on their city wide programming.I am a licensed Financial Advisor, Mutual Fund Investment Specialist, Registered Retirement Consultant, Certified Financial Planner.I created over financial plans. My advise and services makes the complicated into easy, as I look at all aspects of your financial picture - Debts, Savings, Investments, Corporations, Registered Savings, Asset Management, Insurances, Retirement, Estate, Group Benefits and Savings, Pension Plans, Tax Reduction.Looking forward to hearing from you.

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Michael Barak — Financial Planner Owner, Barak Insurance & Financial Group Inc at Co-operators in Ottawa, CA | Unifers