CEA Wealth
Finance · Canada · 1-10 Employees
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Overview
Headquarters
1240 Beaumont Ave Ste 140, Montreal, Que...Phone Number
(514) 788-3911Website
www.ceawealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About CEA Wealth
CEA Wealth Management is a financial services firm established in 1996, dedicated to assisting individuals, families, and businesses in achieving their financial goals. The company offers a comprehensive suite of services including investment management, risk management, tax planning, retirement planning, and estate planning, utilizing modern portfolio theory and advanced technology. Their clients primarily consist of business owners, corporate managers, medical professionals, and high net-worth individuals across various industries. CEA Wealth Management prides itself on providing a personalized, hands-on approach to wealth management, ensuring clients feel secure and empowered in their financial decisions.Explore more
CEA Wealth Org Chart
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CEA Wealth Management is a financial services firm established in 1996, dedicated to assisting individuals, families, and businesses in achieving their financial goals. The company offers a comprehensive suite of services including investment management, risk management, tax planning, retirement planning, and estate planning, utilizing modern portf... Read More
