CEA: Services of a big company – with the hands-on approach of a small one!
CEA: Counsel + Experience = Action
families and businesses achieve their financial goals since 1996.
Our Role: to help build and protect your wealth
Via Modern Portfolio Theory and access to the latest technology, our team constructs portfolios that are mathematically lower on the risk barometer and much better suited to withstand market fluctuations.
Optimized investment portfolio construction, coupled with professional life insurance planning strategies, enables clients to feel safer and more secure in any economic environment.
What We Offer
Financial Services
Our Role: to help build and protect your wealth
Financial Tools
A selection of Financial Tools and Calculators
Knowledge Center
We’re proud to introduce CEA’s new Knowledge Center
CEA TV
Audio and Video Podcasts that inform and educate
Our Company Mission
Like us, our mission is transparent. We’d rather be a long-term wealth management advisor, than a portfolio monitor.
Our 3 “W’s”:
WHAT we offer:
A suite of wealth management services and cutting-edge tools that enable you to become more knowledgeable, professional and empowered investors- that further build on what you’ve built and help you achieve your life goals.
WHO we offer it to:
Our clients include business owners, corporate managers, medical professionals, and mid and high net-worth individuals who are employed in diverse industries and occupations. Many of our customers are people who’ve worked hard to get to where they are today.
WHY we do what we do:
- We love to see people do better
- We love to see people get smarter
- We love to see people enjoy their lives and achieve their aspirations.
So – we do the heavy lifting, in order for you to prosper.
Our Services
We develop customized investment management plans that address all aspects of our client’s financial lives. This includes:
Meet the Team
John Leroux
President and Founder
John Leroux
President & Founder
Educated at Concordia University in Montreal, John worked for five years developing a large practice as a Licensed Life Insurance Agent with a national insurance company. He then pursued opportunities in the managed money arena and eventually the wealth management business.
With over thirty years of experience in various financial environments coupled with access to the latest technology, superior research, strategic alliances and a full range of financial products and services has allowed him to attract a diverse clientele. Clients include business owners, medical and dental professionals, as well as high net-worth individuals employed in a variety of occupations.
- Financial Security Advisor
- Group Insurance and Group Annuity Plans Advisor
- Mutual Fund Representative with Investia Financial Services Inc.
[email protected]
514.788.3911 ext. 226
514.788.3918
Alexander Magi
Associate
Alexander Magi
Associate
Educated at John Molson School of Business by acquiring a Bachelor of Commerce, Alexander worked for a year at Manulife Financial where he acquired technical knowledge that will help him with building his business in the Life Insurance and Mutual Fund Industry.
The combination of skills he learned at his previous employment in the service industry, his 7 years of experience in the field, along with the knowledge he gained at Concordia University, makes for an excellent foundation to act in the best interest of his clients. Alexander’s appetite for knowledge will help him learn under the guidance of John Leroux to become a successful representative.
- Financial Security Advisor
- Group Insurance and Group Annuity Plans Advisor
- Mutual Fund Representative with Investia Financial Services Inc.
[email protected]
514.788.3911 ext. 224
514.788.3918
Dolores Arcaro
Executive Assistant
Dolores Arcaro
Executive Assistant to the President
Educated at O’Sullivan College as a Paralegal Technician, Dolores worked at a large law firm where she acquired experience as a legal secretary in the corporate division. After acquiring this experience, she moved over to the money management industry, where she held a variety of administrative and management positions.
After helping a number of representatives grow and become successful, she then took on a new role as Branch Manager in Compliance for an MGA, overseeing representatives- ensuring they maintained proper trading practices in line with policies and procedures, as set out by provincial and federal regulatory bodies of the industry.
Eventually, her desire to work directly with advisors and clients called her back to being a Licensed Mutual Fund Executive Assistant for CEA Wealth Management. Her high level of both discretion and confidentiality is a key factor that led to her being welcomed to the team. Dolores’ emphasis on customer service and experience is the centrepiece of her role within the firm. Other assets that have helped our organization grow are her highly effective planning and organizing, development and implementation of administrative systems that enable representatives to maintain efficiency and effectiveness when dealing with clients.
Dolores’ support is vital to the success of CEA Wealth Management.
- Mutual Funds Representative with Investia Financial Services Inc.
Office: 514.788.3911 ext. 232
Fax: 514.788.3918
Roberto Lamorte
Associate
Roberto Lamorte
Associate
Roberto completed his BComm at McGill University in 2008 and shortly after became an agent for a national insurance and investment firm.
Over the course of the next decade and a half Roberto expanded his knowledge and experience of the financial services industry through various roles with insurance carriers and managing general agencies.
During that period, he developed practical knowledge in applying taxation concepts and working with financial planning principles, making him another asset to the CEA Wealth Management team and our valued clients.
His passion for ensuring that clients achieve the highest levels of financial success throughout their working years and into retirement drives his core principles and practices.
- Financial Security Advisor with
9447-0341 Quebec Inc. - Mutual Fund Representative with Investia Financial Services Inc.
Office: 514-788-3911 x227
Fax: 514-788-3918
Meet Our Partners
Mutual Fund Partners
We have important and long-standing relationships with some of North America’s most well-established Fund Companies. Outside our own in-house analytics, these companies provide best-in-class insights and analysis and years of experience throughout many market conditions.
Insurance Partners
We also have long-standing relationships and experience with several of North America’s most well-established Insurers. Together, we always develop and customize the right Insurance plans for you- whether personal or corporate.
