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. They share the same mindset of DWM as they collectively aim to empower hardworking individuals, families and business owners to fund their financial goals and dreams.

Partnering with DWM…

ACCOUNTING & TAX PREPARATION 

Sylvia DeLauretis (Bio)
Sylvia F. DeLauretis Professional Corporation
CMA, CPA, Accountant, Professional Tax Preparer
Tel: 403-270-8989
sylvia@delauretis.com

Josephine DeLauretis (Bio)
DeLauretis & Associates Inc.
Accountant & Professional Tax Preparer
Tel:403-270-8989
josephine@delauretis.com

COLLABORATORS

Gordon VanderLeek

Estate Planning Lawyer

Gordon has been practicing law for 30 years and restricts his practice to the areas of estate planning, estate administration and business law. His firm, VanderLeek Law, is centrally located on Edmonton Trail NE (3 blocks from Peter’s Drive-In!) in a building that is fully accessible for those with mobility issues. Gordon also handles matters relating to guardianship and trusteeship through the division of the firm called Disability Advocates. Gordon has significant experience in the area of planning for family members that have long term disabilities.

Vanderleek Law
Tel: 403.457.4575
gordon@vanderleeklaw.ca

Shelly-Ann Petz

Legal Mediator, Chartered Financial Divorce Specialist

Shelly-Ann has been involved in the investment industry since 1992 and has held her Canadian Investment Management and Fellowship of the Canadian Securities Institute designations since 1997. In addition to her investment background Shelly-Ann has over 27 years experience in the legal field with extensive experience in family law. As a mediator, Shelly-Ann acts as a neutral third party facilitator assisting clients with solutions and negotiating agreements regarding finance, division of property and parenting matters to help couples achieve an agreement that is fair, equitable and satisfactory to both parties. Shelly-Ann is passionate about helping her clients navigate through separation and divorce to make the process as simple and stress free as possible, while focusing on preserving the family assets and future relationships.  Separation and Divorce with WIN/WIN Divorce Resolution is “Fair, Effective, Affordable”.

Other services offered through WIN/WIN Divorce Resolution are the preparation of Co-habitation Agreements and Prenuptial Agreements to help client protect their future and to avoid the potential risk of a costly and stressful litigation process should parties separate. Having a Co-habitation or Prenuptial Agreement prepared and in place is the most affordable insurance to protect an individual’s assets and future.

WIN/WIN Divorce Resolution also prepares family law court documents and assists clients involved in court matters so clients obtain qualified legal assistance and professional documents without paying the high cost of lawyers fees.

WinWin Divorce Resolutions
Tel: 403.462.4996
shelly.ann@dividingdollars.ca
www.dividingdollars.ca or www.win-windivorce.ca

Anna Daklala

Investment Real Estate Agent

Anna has a passion for learning and growth, with a keen sense of adaptability. Her leadership and negotiating skills combines both her attention to detail and diligence to the highest level.

Initially taking a conventional route by obtaining a Bachelor’s Degree in Psychology at the University of Victoria, Anna decided she wanted a profession that was a better fit for her vitality and spirit. Once Anna joined the Fournier Group within the global platform of Sotheby’s International Realty Canada, she knew that would align with her strong sense of values and integrity.

Based in Calgary, Anna Daklala has a proven track record of client success. She’s passionate about real estate, and aims to share that passion with her clients by delivering an experience that they’ll love. Anna is up-to-date with the latest changes and developments in the market, and draws upon her years of experience to help her clients achieve their goals.

SOTHEBY’S INTERNATIONAL REALTY CANADA
Tel: 403-669-1949
anna@thefourniergroup.ca

Amy Burchill

Bookkeeper & Accountant

Amy is a CPA, CMA and small business owner of an accounting firm that specializes in helping small businesses and individuals reach their “Big Idea”. Before becoming a small business owner Amy completed her University degree, CMA and CPA programs while gaining practical experience working with other small businesses.  It was during that time that Amy realized her love and the need for professionals who would provide personalized help for the little companies working to achieve their dreams.  With help from individuals and her financial planner, Amy made it through her education and now uses her knowledge and skills to help other small businesses navigate the world of accounting, taxes and CRA.

Big Idea Accounting & Management Solutions Inc.
Tel: 403.512.8978
amy@biam.solutions

Tiro Clarke

Barrister & Solicitor

Tiro Clarke was called to the Bar in Alberta in 1996 and has practiced law in Calgary for over 18 years. His clients appreciate his casual, laid-back style, his responsiveness, and his respect for their busy schedules and life circumstances.

Tiro’s experience as a solicitor includes residential and commercial real estate purchases, sales, refinancing and leasing. He has acted in many other business transactions ranging from the purchase and sale of companies to advising on the termination of senior employee shareholders. As a litigator, Tiro has appeared at all levels of court in Alberta as well as in the Federal Court and the Supreme Court of Canada (Application for Leave) in files that have ranged from commercial insolvency to estate litigation.

Admiral Law
Tel: 403.444.1163 ext. 200
tiro@admirallaw.ca