We have chosen for you. It’s not the right location? You can change it anytime.
Marie DeLauretis, B.Comm., CFP®, CEA
- Life and Health Insurance Advisor
- Investment Fund Advisor*
- Certified Financial Planner®
I am a Certified Financial Planner® (CFP) and Certified Executor Advisor (CEA), and have been working in the Financial Services industry since 2000. Since commencing DeLauretis Wealth Management Inc. in 2006, I have helped individuals, families, and business owners implement strategies to achieve their financial goals in the accumulation, growth, preservation, & transition of personal wealth.
Backed by a team of experienced professionals, which may include financial planners, notaries, lawyers and tax experts, I'll do more than a basic review with you — I'll consider every aspect of your financial security, including:
- Establishing a personal budget
- Reviewing your investments
- Evaluating any insurance needs
- Determining if you can reduce your taxes
- Planning your retirement
- Understanding your estate wishes, and any legal matters
After this process, I'm certain you'll have a clear picture of your finances, perhaps discovering opportunities you never thought were available to you.
(403) 670-8849
396, 11th Avenue SW, Suite 920
Calgary, Alberta T2R 0C5
Phone: 403-670-8849
Desjardins Financial Security Independent Network and its counterpart in Quebec and New Brunswick, SFL Wealth Management, form a network of financial product and service distributers that focus on wealth management. We personalize our service offer to meet your changing needs. No matter the goals you set or the unexpected situations you face, the independent advisors affiliated with our network can help you develop a financial strategy. You can count on the stability of Desjardins, the leading cooperative financial group in Canada, the support of a multi-disciplinary team of financial professionals and their freedom to choose from the best offers available in the market.