Celeste Merey

Insurance Advisor
Investment Representative

I am a holistic financial planner, providing financial planning and services according to the situation and need. I look to partner with clients and become their planner long term throughout their lives.

My scope of services is wide, and can include anything from budgeting and debt management, to planning and investing for retirement or managing money once you no longer have an income.

I work with both insurance (life insurance, critical illness, disability, health benefits) and investments, to ensure your money is growing and protected from whatever comes up in your life. 

As a Professional Project Manager and Professional Engineer, I understand how to create a vision, plan for it and see it through. I enjoy the analysis, but I focus on what you, the client, are telling me. 

Contact me today to learn more

Recent posts

Financially preparing for the death of a spouse

Feb 22, 2024 - Canada Life

Women may experience unique challenges when it comes to their finances after losing a spouse....

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How much does divorce cost in Canada?

Feb 15, 2024 - Canada Life

In Canada, average legal fees for divorce can run from $1,000 to $25,000, depending on your situation and your relationship with your spouse....

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January 2024 market update

Feb 08, 2024 - Canada Life

For the month ended December 2023. Read our monthly update to find out what’s been moving markets....

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