Introducing Lemieux Insurance Management

When working with clients, taking a comprehensive approach to their financial planning is essential. This means considering their goals, risk tolerance, and current financial situation to develop a personalized plan that meets their needs…

Colleen Lemieux, works closely with individuals and business owners to provide a valuable service to your clients by helping them navigate the complex world of retirement planning and insurance management. Over the last few years, clients of mine have asked me about working with a financial planning coach. I've also had several conversations with other advisors about the value of having an objective third-party partner to help them provide better education and advice to their clients.

I am licensed as a life and health insurance agent in Ontario. For insurance products, I place business through Qualified Financial Services, for investments. I represent several insurers, but I place the majority of my business with: Qualified Financial Services, Canada Life, Manulife, Empire Life, Sunlife.

No insurer holds an ownership interest in my business. I don’t hold a significant interest in any insurance company. I am compensated by a sales commission on policies I sell, and I may also receive a renewal commission on policies that remain active. Commissions are paid by the company that provides the product you purchased. If my sales reach a certain level, I may be eligible for additional compensation, such as bonuses, and other benefits, such as conferences.

I take the potential of a conflict of interest seriously. I confirm that I have no conflict of interest. If I become aware of a potential conflict, I will tell you. My position/profession as Financial Planner maybe perceived to be a potential conflict of interest with respect to my recommendations to you. However, I confirm that my recommendations will be based on my assessment of your needs.