MONTREAL, Quebec- December 1, 2023
It is with great pride that CEA Wealth Management introduces its’ newest associate, Roberto Lamorte.
Roberto is a perfect addition to the team, as he is dynamic and brings enthusiasm and insurance knowledge to further solidify and enhance our Advisory.
Roberto completed his Bachelor of Commerce at McGill University in 2008 and shortly after became an agent for a national insurance and investment firm.
Over the course of the next 15 years, 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.
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.
Welcome Roberto to the team!
Learn more about CEA:
About CEA Wealth Management:
CEA Wealth Management offers a suite of services and tools that enable its’ customers to become more knowledgeable, professional and empowered investors.
The Company’s Core Specialties include: Capital preservation; Balanced portfolio management; Risk management; Tax minimization – return maximization; Intergenerational financial strategies and Insurance planning.
Headquartered in Montreal, Quebec – CEA Wealth Management has been in the financial services business for over 25 years. It currently serves and counsels clients nationally in Quebec, Ontario, Alberta and British Columbia.
For more information, please contact our head office:
T: (514) 788-3911
Toll Free: 1 833 836-9987
1240 Beaumont Ave., Suite #140,
Mont-Royal, Quebec, H3P 3E,
Canada
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