Our Role: to help build and protect your wealth.

Our Services
At CEA Wealth Management, we pride ourselves on offering a rare balance of leading analytics and detailed recommendations for your Wealth Management, while never forgetting that we’re dealing with real people – who’ve worked hard for their money and want to feel safe and comfortable, in our hands. The result is our new slogan – which embodies exactly that:
CEA: Services of a big company – with the hands-on approach of a small one!
Our Financial Services
We develop customized investment management plans that address all aspects of our client’s financial lives. This includes:
By collaborating with industry leaders, we gain access to a wealth of resources and expertise, allowing us to offer our clients innovative investment options and comprehensive risk management solutions. This network not only strengthens our service offerings but also ensures that our clients benefit from the best products available.
Personal Financial Services
Mutual Funds
TFSA / RRSP / RRIF / LIRA / RESP / RDSP
Asset Allocation Methods
Intergenerational Wealth Management
Group RRSP
GICs
Non-registered Investments
Retirement Review
Estate Review
Educational Funding
Corporate Financial Services
Establishing Proper Succession Plans
Corporate Investment Planning
Buy/Sell Agreement Funding
Deferred Compensation Methods
Executive Disability Plans
IPP
RCA
Our Insurance Services

Personal Insurance
Meet Our Partners
Mutual Fund Partners
We have an important and long-standing relationship 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.






















Client Testimonials
In telling you WHAT we do and HOW we do it, we much prefer you hear from some of our clients, than from us.