Cesar Bautista

/ Financial Advisor Professional

778-895-7903

cesar.bautista@eauclairepartners.com

Across Canada

SCHEDULE AN APPOINTMENT

My passion is to help people unleash the power of their finances by taking full advantage of the best financial products, concepts, and strategies available in the market.

My quest to seek out and partner with entrepreneurs to build rewarding businesses is built on integrity, competence, and a deep desire to help people achieve their goals.

My belief is that strong and vibrant communities are created when their members are financially stable, thriving, and confident about their future.

I promote financial concepts, strategies and solutions that have stood the test of time.

I am committed to providing practical needs-based advice.

I attract and retain industry experts by providing a comprehensive platform powered by an industry-leading revenue sharing model.

I partner with entrepreneurs looking to build both impactful and profitable agencies across Canada.

People are not a means to an end.

It takes courage to embrace change.

Competence breeds confidence.

Excellence and elegance matter.

Grit is the fuel that powers dreams.

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Creating Financial Blueprints
for a Better Tomorrow.

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Insights Designed to Build and
Protect your Wealth.

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Experience the Power of an
Impactful and Rewarding Career.

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Develop the Next Generation of
Empowered Financial Professionals.

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Purpose-Driven Plans Designed
with the End in Mind.

PERSONAL PLANNING

Our highly trained licensed professionals are committed to providing needs-based advice with well-researched solutions.

CASHFLOW & DEBT MANAGEMENT

Free consultation services.

LIFE INSURANCE

Individual & Family plans with benefits such as early payout and premium cashback.

RETIREMENT PLANNING

Research-based guaranteed retirement portfolios.

CHILDREN’S EDUCATION PLANNING

Guaranteed growth-oriented strategies and access to scholarship plans.

HEALTH INSURANCE

Health & Dental plans that reward you for healthy living.

WILLS, POAS AND PDS

Access to a secure digital platform allowing for unlimited revisions and updates.

BUSINESS PLANNING

Protect and grow your bottom line by having one of our Business Owner Specialists uncover opportunities to unlock the value in your business.

GROUP & EMPLOYEE BENEFITS

Invest in your employees by setting up a tax efficient health & retirement benefits program for your employees.

INSURED RETIREMENT STRATEGIES

Take advantage of strategies that can significantly minimize your tax bill when drawing on corporate assets during retirement.

ESTATE PLANNING

Transfer assets to your heirs and beneficiaries by leveraging tax-efficient strategies.

OVERHEAD PROTECTION PLAN

Protect yourself and your employees from income loss should an illness or injury prevent you from working.

STARTUPS AND SMALL BUSINESS

Customized plans for startups.

Educational network

Our subscription-based platform offers you a curated online forum with classes, videos and exclusive content where you learn important concepts that will make a lasting impact on your finances.

FINANCIAL EDUCATION

On-demand access to a library of videos and courses where you learn at your own pace and schedule.

FINANCIAL CONCIERGE

Connect with a local licensed financial professional to answer your queries with a prioritized response time.

DISCOUNT & SAVINGS PROGRAM

Enjoy discounts on your favorite automotive, entertainment, health, wellness, retail and travel purchases.

EARN AFFILIATE REWARDS

Introduce your friends and family to trusted service providers while receiving rewards on successful referrals.

INFORMATIVE NEWSLETTER

Stay up to date on market-moving news, major government policy announcements and commentary on financial topics.