CEA WEALTH MANAGEMENT HELPS INDIVIDUALS, FAMILIES AND BUSINESSES ACHIEVE THEIR FINANCIAL GOALS
CEA Wealth Management is a trusted and experienced firm dedicated to helping individuals, families and businesses achieve their financial goals for over 25 years.
Utilizing Modern Portfolio Theory alongside cutting-edge technology, our team of professionals crafts investment portfolios designed to minimize risk, while maximizing resilience against market fluctuations. We provide professional counsel to every client, regardless of portfolio size.
CEA = COUNSEL, EXPERIENCE, ACTION
Our collective experience and advanced analytics allow us to offer a wide range of top-tier financial services, including long-term retirement planning, strategic investments, and customized life insurance solutions.
As a hands-on financial services firm, we leverage our boutique culture and size to deliver strategic advantages for our clients. We combine the extensive services typical of large firms with the personalized attention characteristic of much smaller ones.
We combine the extensive services typical of large firms with the personalized attention characteristic of smaller ones.
We ensure that all our clients feel secure and confident, regardless of economic climate. We pride ourselves on transparency and aim to be your long-term financial partner rather than just a financial services provider.
WHAT WE OFFER
We offer a complete suite of financial services and tools designed to empower you as an investor. Grounded in years of expertise, our approach not only helps you grow your existing wealth but also aligns with your life goals. To kickstart your customer experience, we invite you to a complimentary portfolio review during your initial appointment.
We understand that each client is unique, shaped by their individual experiences and aspirations. By offering tailored financial strategies and personalized guidance, we empower our clients to make informed decisions that align with their goals.
We develop customized investment management plans that address all aspects of our client’s financial lives. This includes: Investment Management ¹, Retirement Planning ², Estate Planning 3, Tax Planning 4 and Risk Management 5.
WHO WE SERVE
Our diverse clientele includes business owners, corporate executives, medical professionals and mid to high-net-worth individuals across various industries and occupations. Many of our clients have worked diligently to reach their current positions, and we are here to support them in navigating the complexities
of wealth management.
Recognizing distinct challenges and opportunities each group encounters, we customize our services to deliver holistic solutions that promote financial security and growth. We aim to cultivate enduring relationships with each of our clients, ensuring they feel supported and empowered throughout every
phase of their financial journey.
WHY WE DO IT
Our passion lies in witnessing our clients thrive. We love seeing people become more informed, smarter investors who enjoy fulfilling lives and achieve their aspirations. To facilitate this, we take on the heavy lifting so you can prosper.
Every successful investment decision and strategic plan we help implement reinforces our commitment to your success. Ultimately, our mission is to empower you to focus on what truly matters—your goals, your family, and your dreams—while we manage the complexities of wealth management on your behalf.
OUR MISSION: BUILDING AND PROTECTING YOUR WEAL TH
We prioritize proactive adjustments to your portfolios, ensuring we are always ahead of the curve with both your time and money. Every action we take for our clients is rooted in our values: transparency, honesty, integrity, credibility, flexibility, creativity and charity.
Click here to see testimonials from longtime, satisfied CEA customers.
We understand that building and protecting your wealth is not just about numbers; it’s about fostering your trust and creating lasting relationships. Our commitment to these values guides our decision-making process and shapes our interactions with clients.
By prioritizing your best interests and always maintaining open lines of communication, we strive to create a collaborative environment where you feel informed and confident in your planning and investments. Together, we work towards not only growing your wealth but also safeguarding it for future generations.
A COMMITMENT TO SOCIAL RESPONSIBILITY
We recognize that true success extends beyond financial metrics; it encompasses our impact on society as a whole. That is why, in line with our founder’s principles, CEA actively supports non-profits and charities within the Canadian healthcare sector that focus on vital health-related causes.
By investing in initiatives that promote health and well-being, we aim to create a ripple effect of positive change, fostering a healthier community for everyone. Our commitment to social responsibility reflects our belief that when we uplift others, we all thrive together. To this end, we commit as a company a minimum
of 5% of all revenue annually to health-based charities.
TRUSTED PARTNERSHIPS
We maintain long-standing relationships with some of North America’s most reputable mutual fund companies and insurers. These partnerships enhance our capabilities to provide exceptional insights and tailored insurance plans for both personal and corporate needs.
By collaborating with industry leaders, we gain access to a wealth of resources and expertise, allowing usto 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.
WHY CHOOSE CEA? HOW WE ARE DIFFERENT
We are dedicated to providing our clients with exceptional financial services that are tailored to their unique needs and objectives.
Experience: Our team of financial security advisors and mutual fund representatives has many years of experience in Risk Management, Investment Management and Retirement Planning.
Personalized Service: You are not a number and will have the same customer attention years later, as on day one.
Comprehensive Services: We offer a broad range of financial management services
Fiduciary Standards: We operate under a fiduciary standard, which means that we are obligated to act in the best interests of our clients at all times.
Independence and Objectivity: We are an independently owned financial services firm, which means that we do not represent any one particular financial product provider.
We are Montreal-based and serve clients from coast to coast in English, French, Italian and Portuguese
In summary, we uniquely combine the services typical of large financial management firms, with the custom, personalized services characteristic of much smaller ones.
MEET THE CEA TEAM
Each member of our dedicated team brings years of experience in the financial services industry and embodies the values that define CEA.
John Leroux: President and Founder
Dolores Arcaro: Executive Assistant to the President
Alexander Magi: Associate
Roberto Lamorte: Associate
When managing your finances, trust is essential. You deserve an advisor who prioritizes your interests and communicates transparently. With John Leroux and his team at CEA Wealth Management, you can expect exactly that.
VISIT US AND GET A COMPLIMENTARY PORTFOLIO REVIEW
Schedule your initial appointment today by calling 514-788-3911 # 226, or provide us with your contact information and we will promptly call you back to arrange a convenient time.
We look forward to connecting with you and discussing your financial goals.
Financial Security Advisor
Group Insurance and Group Annuity Plans Advisor
Mutual Funds offered through Investia Financial Services Inc.
1240 Beaumont #140, Mont-Royal QC H3P 3E5
T. 514.788.3911 ext. 226 | F. 514.788.3918
www.ceawealth.com
CEA on Linkedin
1 Investment Management – Our approach is centred around creating diversified investment portfolios that are tailored to each client’s risk tolerance, investment horizon and financial goals. We utilize a range of investment strategies and products, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and alternative investments. Our investment team continuously monitors all market trends and conditions, making adjustments to our clients’ portfolios regularly to ensure they remain aligned with their
financial objectives.
2 Retirement Planning is a critical component of our financial management services. We help our clients create a sustainable retirement income stream that will last throughout their golden years. Our planning process involves assessing our clients’ retirement goals, estimating their retirement expenses, and
developing a customized plan that incorporates tax-efficient strategies, income optimization techniques and risk management solutions.
3 Estate Planning is an essential aspect of financial management that involves creating a plan for distribution of your assets after you pass away. Our estate planning services include creation of wills, trusts, powers of attorney, and other key estate planning documents. We assist our clients with beneficiary designations, asset titling, and other estate planning strategies that can help minimize taxes,
avoid probate, and ensure that their assets are distributed according to their wishes.
4 Tax Planning is a critical component of our financial services. We work closely with clients to develop tax-efficient strategies that help minimize tax liabilities and maximize after-tax returns. Our tax planning services include: income tax planning, capital gains tax planning, estate tax planning and gift tax planning.
5 Risk Management is an essential aspect of financial management that involves identifying, assessing and mitigating potential risks that could impact our clients’ financial well-being. Our services include insurance planning, asset protection planning and liability management. We work closely with clients to
develop risk management strategies that can help protect their assets, income and financial security.
