Plancorp Management

DeLauretis Wealth Management Inc, located in Calgary, Alberta, specializes in helping families achieve their financial lifestyle and legacy goals through a comprehensive, long-term, goals-based wealth management approach. With a multi-disciplinary team of financial experts, DWM provides tailored solutions across financial planning, investment strategies, and insurance planning to ensure clients experience the most from their wealth across different life stages. The firm prides itself on fostering strong client-advisor relationships, ensuring that clients' individual needs and aspirations inform their financial strategies. By proactively checking in with clients and providing support during significant life transitions, such as divorce or estate planning, DeLauretis Wealth Management demonstrates a commitment to guiding families toward financial success and peace of mind. Generated from the website

Integrated Insurance Management in Calgary, AB, provides a comprehensive array of financial services aimed at empowering clients to effectively navigate the complexities of financial management. Their expertise spans areas such as investment planning, insurance solutions, estate planning, and retirement strategies, all tailored to meet individual client needs. With a focus on protecting families and optimizing financial outcomes, Integrated Insurance Management specializes in crafting personalized financial plans that help clients achieve their aspirations. Whether addressing the needs of young families, retirees, or businesses, the firm offers guidance to ensure a secure financial future. Generated from the website

Assante Advisory Services, a part of CI Financial, provides comprehensive wealth management solutions focused on growing assets securely for Canadian families, professionals, and business owners. With over 30 years of experience, their team of advisors simplifies the wealth planning process, offering personalized strategies that encompass investment management, risk management, tax planning, estate planning, and retirement planning. The firm also prioritizes client confidence through robust support and guidance, ensuring that individuals can achieve their financial goals and enhance their quality of life. By integrating philanthropic aspirations into financial strategies, Assante strives to leave a lasting impact while addressing the evolving needs of its clients. Generated from the website