We are here to build solid client-adviser relationships because the DeLauretis Wealth Management team is dedicated to financially empowering hardworking individuals, families and business owners who are looking to fund their dreams by implementing strategies of wealth accumulation, growth, preservation and protection measures of this wealth over the long-term.
If you want to ensure the best methods possible to accumulating and growing your personal wealth are executed. If you want to protect what you have and what your family will and can have after an unfortunate event such as a major illness or premature death or divorce. If you want your wishes carried out, to leave a meaningful legacy to family, friends and society.
If you want to ensure the best methods possible to accumulating and growing your personal wealth are executed. If you want to protect what you have and what your family will and can have after an unfortunate event such as a major illness or premature death or divorce. If you want your wishes carried out, to leave a meaningful legacy to family, friends and society.
Services
DeLauretis Wealth Management Inc. is a comprehensive financial advisory services firm with expertise in managing your wealth from the stages of accumulation, to growth, to the preservation and protection of your acquired capital, throughout your various life stages and periods of transitioning.
Marie DeLauretis, President, B. Comm., CFP, CFDS (Certified Financial Planner & Chartered Financial Divorce Specialist), Mutual Fund Advisor, who has been working in the financial services industry since year 2000.Josephine DeLauretis, B. Comm., CFP & Partner of DeLauretis & Associates Inc., with over 25 years of experience in the accounting and tax professions.
Marie DeLauretis, President, B. Comm., CFP, CFDS (Certified Financial Planner & Chartered Financial Divorce Specialist), Mutual Fund Advisor, who has been working in the financial services industry since year 2000.Josephine DeLauretis, B. Comm., CFP & Partner of DeLauretis & Associates Inc., with over 25 years of experience in the accounting and tax professions.
Our main approach is to be smart with your money. What you pay matters to us and we feel that it is important for you to know exactly what you pay so there are no unexpected or unexplained costs. DeLauretis Wealth Management team will provide clients with impartial advice based on fairness, objectivity with no influence from product sales and/or commissions.
Desjardins Financial Security Investments Inc. (DFS Investments) is a corporate body separate and apart from Desjardins Insurance**. DFS Investments is a mutual fund dealer registered in every Canadian province and territory and an exempt market dealer registered in all provinces, except Manitoba. It is also registered in every Canadian province and territory for the distribution of insurance products.
DeLauretis Wealth Management Inc. (DWM), strongly believes in creating a community of professional advisors who can help our clients with all their financial and investment planning needs. We highly recommend the following individuals as we respect and value their knowledge and expertise in their respective fields.
The term Financial Planning has been broadly and loosely applied to a wide range of advisory services and financial product sales efforts. We use the definition established by the Financial Planning Standards Council (FPSC), the foremost authority for the financial planning profession in Canada that licenses the CFP marks.
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