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!
Financial Services
Personal Financial Services
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Mutual Funds
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TFSA / RRSP / RRIF / LIRA / RESP / RDSP
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Asset Allocation Methods
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Intergenerational Wealth Management
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Group RRSP
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GICs
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Non-registered Investements
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Retirement Review
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Estate Review
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Educational Funding
Corporate Financial Services
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Establishing Proper Succession Plans
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Corporate Investment Planning
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Buy/Sell Agreement Funding
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Deferred Compensation Methods
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Executive Disability Plans
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IPP
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RCA
Insurance Services
Personal Insurance
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Life Insurance
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Disability Insurance
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Critical Illness
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Long Term Care
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Company Group Plans
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 customise 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.