Barak Queija

Barak Queija Email and Phone Number

The Founder of Ikigai Wealth Management @ Ikigai Wealth Management
Toronto, ON, CA
Barak Queija's Location
Toronto, Ontario, Canada, Canada
Barak Queija's Contact Details

Barak Queija personal email

n/a

Barak Queija phone numbers

About Barak Queija

Barak’s role as a Wealth Manager with Ikigai Wealth Management LLP is to provide strategies that his individual and private business clients can employ immediately to put them on the fast track to Financial Freedom. In order for his clients to reach their full wealth potential, he employs a unique methodology that utilizes a holistic approach to wealth creation, protection, and ultimate preservation for infinite generations.His relationship with his prospective client begins with the preparation of a full financial plan designed to achieve ultimate long-term wealth growth by first eliminating all immediate financial and time management concerns. As an integral part of this plan, he addresses issues on cash management, investments, insurance, business and corporate planning, taxes and ultimately preserving his clients' estate which maximizes intergenerational wealth through his unique tax minimizing wealth preservation methodology. He considers himself as the client’s primary Wealth Manager. To achieve this role, he works with a complete network of Professional Coaches, Consultants, Accountants, Lawyers, Mortgage Brokers, Business Brokers, Public Equity and Public Debt Asset Managers and Private Equity and Private Debt Asset Managers Barak’s passion for helping individuals and businesses with their overall Wealth Management needs has earned him the trust and respect of all. The end result is the delivery of strategies, which provides clients with greater financial independence and ultimate peace of mind.

Barak Queija's Current Company Details
Ikigai Wealth Management

Ikigai Wealth Management

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The Founder of Ikigai Wealth Management
Toronto, ON, CA
Employees:
1
Barak Queija Work Experience Details
  • Ikigai Wealth Management
    The Founder Of Ikigai Wealth Management
    Ikigai Wealth Management
    Toronto, On, Ca
  • Ikigai Wealth Management Llp
    The Founder Of Ikigai Wealth Management Llp
    Ikigai Wealth Management Llp Aug 2024 - Present
    Toronto, Ontario, Canada
    We help our clients create, protect, and preserve their wealth from the cradle to the grave and beyond.We make our clients Financially Free!We are connected to over 8 Billion People around the World and it's growing every Zeptosecond!
  • Queija Wealth Management
    The Founder
    Queija Wealth Management Jan 2024 - Aug 2024
    Toronto, Ontario, Canada
  • Ig Wealth Management
    Executive Financial Consultant
    Ig Wealth Management Nov 2021 - Jan 2024
    Toronto, Ontario, Canada
  • Ig Wealth Management
    Senior Financial Consultant
    Ig Wealth Management Jan 2013 - Oct 2021
    Selected Achievements:- Scaled advisory practice to over 200 households with over $45 million dollars of assets under management, successfully retaining 95% of clients year-over-year due to exemplary portfolio management and performance.- Developed strategic partnerships with local commercial enterprises to build financial knowledge of employees and offer services, presenting over 100+ seminars and lunch and learns for groups from 10 to 50 employees.- Expanded financial planning services offerings by developing expertise and increasing sales in Insurance Planning, Estate Planning, Tax Planning, and Lending Products.
  • Ig Wealth Management
    Division Director
    Ig Wealth Management Jan 2010 - Dec 2012
    Selected Achievements:- Sourced and successfully recruited a portfolio of high net worth clients through relationship building, customer acquisition, and retention initiatives, continuing to grow personal advisory practice. - Grew the financial planning firm to a team of ten (10) junior financial consultants, providing mentorship, training, and support to create talent pipeline and sustainable organizational growth.- Oversaw organization’s compliance, anti-money laundering, and anti-terrorism initiatives across junior financial consulting teams.
  • Ig Wealth Management
    Consultant
    Ig Wealth Management Dec 2006 - Dec 2009
    Toronto, Canada Area
    Selected Achievements:- Built Financial Planning Advisory practice from scratch, designing all operational systems, processes, and structures and setting the organizational vision, strategic plan, and driving all organizational growth and initiatives.- Awarded the Pillar Award for overall excellence in Sales and Marketing and was selected as a Pillar Gold Medal Finalist due to exemplary client services, client acquisition, and strategic development of the advisory practice.- Developed relationship-centered grass-roots recruitment and client acquisition strategies that led to doubling organizational growth year-over-year for a four-year stretch.
  • Accenture
    Consultant
    Accenture Jan 2001 - Nov 2006
    Toronto, Canada Area
    Selected Achievements:- Led a portfolio of Fortune 500 companies in enterprise-level SAP Implementation and Data Migration, consistently achieving a 99% chargeable rate and being in-demand up to 80 hours a week.- Collaborated with clients, cross-functional teams, and firm leadership to analyze, plan, build, test, and implement a variety of multi-million-dollar SAP projects in Materials Management, Finance, Warehouse Management, and HR.- Managed multinational teams of 10+ consultants across locations and teams, ensuring that all consultants hit organizational KPI’s and projects were consistently completed on-time and under budget.
  • Andersen Consulting
    Analyst
    Andersen Consulting Sep 1999 - Dec 2000
    Toronto, Ontario, Canada
    Barak started his career at the best Business and Technology Consulting firm in the world. This is where he acquired the knowledge necessary to learn SAP from the ground up. He started as an ABAP programmer and then became a Technical Designer, and then Business Functional Designer. Barak pivoted to the Conversion team (Data Migration Team) extracting data from his clients' Legacy Systems (e.g. AS400) and convert the data into SAP.Barak gained extensive knowledge in Data Migration and was sought after in Andersen Consulting projects around the World.

Barak Queija Skills

Strategic Financial Planning Retirement Planning Investments Finance Estate Planning Financial Planning Financial Planners Risk Management Business Planning Wealth Management Financial Services Financial Advisory Retirement Financial Analysis Wealth Mutual Funds Portfolio Management Asset Management Estate Tax Planning Life Insurance Investment Strategies Securities Inheritance Tax Planning Corporate Tax Planning Cash Management Fixed Annuities Equities Relationship Management Consulting Creative Real Estate Investing Critical Illness Strategic Planning Mortgage Planning

Barak Queija Education Details

Frequently Asked Questions about Barak Queija

What company does Barak Queija work for?

Barak Queija works for Ikigai Wealth Management

What is Barak Queija's role at the current company?

Barak Queija's current role is The Founder of Ikigai Wealth Management.

What is Barak Queija's email address?

Barak Queija's email address is ba****@****oup.com

What is Barak Queija's direct phone number?

Barak Queija's direct phone number is +141689*****

What schools did Barak Queija attend?

Barak Queija attended Mcgill University, St Patrick's High School.

What are some of Barak Queija's interests?

Barak Queija has interest in Financial Planning, Hosting Social Gatherings, Seminar Presentations.

What skills is Barak Queija known for?

Barak Queija has skills like Strategic Financial Planning, Retirement Planning, Investments, Finance, Estate Planning, Financial Planning, Financial Planners, Risk Management, Business Planning, Wealth Management, Financial Services, Financial Advisory.

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