Gestion de Patrimoine CEA Wealth Management
Financial Services - Mont-Royal, QC, CA
Gestion de Patrimoine CEA Wealth Management Employees
John Leroux
Financial Security Advisor, Group Insurance and Group Annuity Plans Advisor
Gestion de Patrimoine CEA Wealth Management Details
Our role is to help build and protect wealth. Via "Modern Portfolio Theory" and access to the latest technology, our team can construct portfolio's that are mathematically lower on the risk barometer and better suited for market gyrations. Proper portfolio construction coupled with professional life insurance planning strategies enables clients to feel safer and more secure in any economic environment.Hiring a professional accountant, lawyer or mechanic to look after your needs saves you both time and money. For the same reasons, it makes sense to hire a qualified professional to manage your financial assets. Over the long run, we can help you achieve your financial targets, control your risk and let you focus on your family and business. Our team members:John LerouxAlexander MagiSamantha Di LulloMutual funds and/or approved exempt market products are offered through Investia Financial Services Inc.
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