Marie DeLauretis B.Comm, CFP, CFDS
 Contact information





Marie DeLauretis
B.Comm, CFP, CFDS

     
Company: DeLauretis Wealth Management Inc.
Address: 920, 396 - 11 Avenue SW
Calgary, AB T2R 0C5
Phone #: (403) 670-8849
Website: www.delauretiswealth.com




 
 About me

Marie T. DeLauretis, a Certified Financial Planner® (CFP) and Financial Divorce Specialist (FPS), has been working in the financial services industry since the year 2000.  Since commencing DeLauretis Wealth Management Inc. in 2006, she has been helping individuals, families, and small business owners implement strategies to achieve their financial goals in the accumulation, growth, preservation, & transition of personal wealth. 

Ms. DeLauretis has a Bachelor of Commerce degree from the University of Calgary and the CFP® designation from the Financial Planners Standards Council.   Due to her dedication to helping hardworking individuals preserve their wealth, especially during times of divorce, Ms. DeLauretis pursued and successfully achieved the designation of Financial Divorce Specialist from the Academy of Financial Divorce Specialists. In addition, she has satisfied the educational requirements to be a registered Mutual Fund Investment Representative and an insurance agent for Life and Living Benefits products. 

 Ms. DeLauretis is a registered Mutual Fund Representative of and offers mutual funds through Desjardins Security Investments Inc., within the province of Alberta and Ontario, and offers wealth management advisory services through DeLauretis Wealth Management Inc. Throughout her financial career, Ms. DeLauretis has always maintained a high standard of ethics, integrity, and conducts her practice by placing client interests first.

Ms. DeLauretis is a proud member of ADVOCIS, The Academy of Financial Divorce Specialists, FPSC and acts as a volunteer on various initiatives. 


 My professional designations


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 I Can Help You With

Individual Financial Needs
 
Business Financial Needs


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