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

Supporting your parents financially

Mar 28, 2024 - Canada Life

It’s more common for people to support their parents financially due to a lack of retirement savings and parents outliving their savings. Combining government assistance with a financial strategy can maintain financial stability for both generations....

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How to balance your career and caregiving duties 

Mar 21, 2024 - Canada Life

If you’re balancing your career and caregiving, it’s important to seek help from your employer as well as your support network at home to help you mentally, physically and financially....

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How to talk with aging parents about finances

Mar 14, 2024 - Canada Life

There are several reasons why it’s important to talk with your aging parents about money. There are strategies to help make the conversations less awkward and more productive....

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