Financial Security Advisor | Group Insurance And Group Annuity Plans Advisor@ Gestion de Patrimoine CEA Wealth Management
Montréal, Quebec, Canada
John A. Leroux
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Concordia University
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FlashIntel GPTJohn A. Leroux is a highly experienced advisor with 31.9 years of work experience in portfolio management, mutual funds, risk management, securities, and employee benefits. Based in Canada, he specializes in helping clients build and protect their wealth through modern portfolio theory and access to the latest technology. With a focus on capital preservation, balanced portfolio and risk management, tax minimization, and intergenerational financial strategies, John A. Leroux is dedicated to providing top-notch insurance solutions to clients. His expertise includes capital preservation, balanced portfolio and risk management, tax minimization, and intergenerational financial strategies.
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About
My role as an advisor is to help clients build and protect their wealth. Via "Modern Portfolio Theory" and access to the latest technology I can construct portfolio's that are mathematically lower on the risk barometer and better suited for market gyrations. Proper portfolio construction coupled with professional insurance planning strategies enables clients to feel more secure in any economic environment. Specialties: * Capital preservation * Balanced portfolio and risk management * Tax minimization * Intergenerational financial strategies * Life, Disability and Critical Insurance Specialist
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Financial Security Advisor | Group Insurance And Group Annuity Plans Advisor
Financial Services
John A. Leroux's Professional Milestones
- Mutual Fund, Life & Group Insurance Representative (1997-07-01~2007-12-01): Achieved record-breaking sales growth through strategic business acquisition and customer engagement.
- Seg. Fund, Life & Group Insurance Sales Rep (1991-11-01~1997-06-01): Achieved record-breaking sales figures, surpassing revenue targets and establishing strong client relationships.
Education
Bachelors,
Bachelor Of Arts
1988-1991Skill
Portfolio Management
Mutual Funds
Risk Management
Securities
Employee Benefits
Disability Insurance
Finance
Wealth
Financial Planners
Retirement Planning
Wealth Management
Investment Advisory
Financial Planning
Fortune
Investment Strategies
Certification
Colleagues
Other Named John A. Leroux
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John A. Leroux works for Gestion de Patrimoine CEA Wealth Management
John A. Leroux's role in Gestion de Patrimoine CEA Wealth Management is Financial Security Advisor | Group Insurance And Group Annuity Plans Advisor
John A. Leroux works in the industry of Financial Services
John A. Leroux's colleagues are Alexander Magi
John A. Leroux's latest job experience is Financial Security Advisor | Group Insurance And Group Annuity Plans Advisor at Gestion de Patrimoine CEA Wealth Management
John A. Leroux's latest education in Concordia University
