Financial services with
personalized attention
CEA, a well-kept secret in financial services with over 25 years in business
Edited, November 6, 2024
At CEA Wealth Management, we are dedicated to helping you build and safeguard your financial future. 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 means 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 size to deliver strategic advantages for our clients. We combine the extensive services typical of large firms with the personalized attention characteristic of smaller ones.
We combine the extensive services typical of large firms with the personalized attention characteristic of smaller ones.
By optimizing your investment portfolio and integrating professional life insurance planning strategies, we ensure that our clients feel secure and confident, no matter the economic climate. We pride ourselves on transparency. We aim to be your long-term wealth management partner rather than just a financial services provider, and this commitment has remained steadfast over the years.
What We Offer
We offer a complete suite of financial services and tools designed to empower you as an investor. Grounded in expertise and professionalism, our approach not only helps you grow your existing wealth but also aligns with your life goals. To kickstart your journey, we invite you to a complimentary portfolio review during your initial appointment.
We understand that each client’s journey 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. Whether optimizing investment portfolios, planning for retirement, or addressing estate considerations, our commitment is to provide the expertise and resources necessary for our clients to thrive financially and achieve lasting success.
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 wealth
We prioritize proactive adjustments to your portfolios, ensuring that 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, passion, creativity, personality, friendliness, 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 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 maintaining open lines of communication, we strive to create a collaborative environment where you feel informed and confident in your financial journey. 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.
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 personal and corporate needs.
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.
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 us now at 514 788-3911 #226
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
There are no comments
Add yours