Why Choose
CEA Wealth Management?
Why Are We 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 headquartered in Montreal-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.