Like us, our mission is transparent. We’d rather be a long-term wealth management advisor, than a portfolio monitor.
Our 3 “W’s”:
WHAT we offer:
A suite of wealth management services and tools that enable you to become more knowledgeable, professional and empowered investors- that further build on what you’ve built and help you achieve your life goals.
WHO we offer it to:
Our clients include business owners, corporate managers, medical professionals, and mid and high net-worth individuals who are employed in diverse industries and occupations. Many of our customers are people who’ve worked hard to get to where they are today.
WHY we do what we do:
So- we do the heavy lifting, in order for you to prosper.
Educated at Concordia University in Montreal, John worked for five years developing a large practice as a Licensed Life Insurance Agent with a national insurance company. He then pursued opportunities in the managed money arena and eventually the wealth management business.
With over thirty years of experience in various financial environments coupled with access to the latest technology, superior research, strategic alliances and a full range of financial products and services has allowed him to attract a diverse clientele. Clients include business owners, medical and dental professionals, as well as high net-worth individuals employed in a variety of occupations.
Financial Security Advisor
Group Insurance and Group
Annuity Plans Advisor
Mutual Fund Representative with
Investia Financial Services Inc.
johnl@ceawealth.com
O. 514.788.3911 ext. 226
F. 514.788.3918
Educated at John Molson School of Business by acquiring a Bachelor of Commerce, Alexander worked for a year at Manulife Financial where he acquired technical knowledge that will help him with building his business in the Life Insurance and Mutual Fund Industry.
The combination of skills he learned at his previous employment in the service industry, his 7 years of experience in the field, along with the knowledge he gained at Concordia University, makes for an excellent foundation to act in the best interest of his clients. Alexander’s appetite for knowledge will help him learn under the guidance of John Leroux to become a successful representative.
Financial Security Advisor
Group Insurance and Group Annuity Plans Advisor
Mutual Fund Representative with
Investia Financial Services Inc.
amagi@ceawealth.com
O. 514.788.3911 ext. 224
F. 514.788.3918
Educated at O’Sullivan College as a Paralegal Technician, Dolores worked at a large law firm where she acquired experience as a legal secretary in the corporate division. After acquiring this experience, she moved over to the money management industry, where she held a variety of administrative and management positions.
After helping a number of representatives grow and become successful, she then took on a new role as Branch Manager in Compliance for an MGA, overseeing representatives- ensuring they maintained proper trading practices in line with policies and procedures, as set out by provincial and federal regulatory bodies of the industry.
Eventually, her desire to work directly with advisors and clients called her back to being a Licensed Mutual Fund Executive Assistant for CEA Wealth Management. Her high level of both discretion and confidentiality is a key factor that led to her being welcomed to the team. Dolores’ emphasis on customer service and experience is the centrepiece of her role within the firm. Other assets that have helped our organization grow are her highly effective planning and organizing, development and implementation of administrative systems that enable representatives to maintain efficiency and effectiveness when dealing with clients.
Dolores’ support is vital to the success of CEA Wealth Management.
Mutual Funds Representative with Investia Financial Services Inc.
E: darcaro@ceawealth.com.
O. 514.788.3911 ext. 232
F. 514.788.3918
Roberto completed his BComm at McGill University in 2008 and shortly after became an agent for a national insurance and investment firm.
Over the course of the next decade and a half Roberto expanded his knowledge and experience of the financial services industry through various roles with insurance carriers and managing general agencies.
During that period, he developed practical knowledge in applying taxation concepts and working with financial planning principles, making him another asset to the CEA Wealth Management team and our valued clients.
His passion for ensuring that clients achieve the highest levels of financial success throughout their working years and into retirement drives his core principles and practices.
Financial Security Advisor with
9447-0341 Quebec Inc.
Mutual Fund Representative with
Investia Financial Services Inc.
rlamorte@ceawealth.com
O: 514-788-3911 x227
F: 514-788-3918
rlamorte@ceawealth.com
© 2024 CEA Wealth Management.
