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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

  • Mutual Funds
  • Asset Allocation Methods
  • Intergenerational Wealth Management
  • Group RRSP
  • GICs
  • Non-registered Investements
  • 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

Insurance Services

Personal Insurance

  • Life Insurance
  • Disability Insurance
  • Critical Illness
  • Long Term Care
  • 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.

When someone other than yourself is managing your money and savings, you need to be able to trust the integrity and judgement of that individual.

You need to feel that they’re guiding you with your best interests at heart and can explain things to you in terms you understand. Without a doubt, we feel we get this all with John Leroux and his team at CEA.

We had gone through many advisors over years, of which some fulfilled our goals and others didn’t. John took over our account from a former colleague of his. As with any new investment advisor, one never knows how things will turn out relationship-wise and results-wise. All we can say is that we are super happy that John came into our lives.

Several years have passed since we’ve been working with John and have gotten to know him very well and know that we’re in trusted hands. He has done very well for us and he truly does care about us. John always wants to ensure that we understand all options and we love that he asks us many questions and is not trying to sell us on his vision only. He truly wants to ensure that our goals are met; even if it’s for investments or financial guidance he doesn’t personally deal with, he’ll give you his honest opinion.

We give John and his team two thumbs up and we look forward to sharing in more successful years together!

Mona Segal & Brian StrasserSt-Laurent, Quebec

I’ve known Mr. Leroux for 30 years.

Based on his expertise and counsel, we’ve travelled through, with success, many economic cycles.

He always knows both how to listen to my needs and how best to guide me. I now have a well prepared and well planned retirement

What differentiates John’s services, above all, are his engagement and commitment to his clients.

A true, “rare pearl”!

Thank-you John!"

Dr. Elaine BerubeMontreal, Quebec

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