Welcome to the Financial Planning resources page. All blogs are DeLauretis Wealth Management’s original material. You will also find useful articles that DWM has contributed to.

DWM Blog Posts

2017 Posts
Jan (updated) ~ Securing the Big Picture in 2017

2014 Posts
January ~ Insurance Matters of Divorce
February ~ Getting to the Heart of It
March ~ Le Sexy Tax Season – OH LA LA!
April ~ Own Your Dreams
May ~ Not Putting All Your Eggs in One Basket
May ~ Wisemen Say
May ~ You Think It Will Never Happen to You

2013 Posts
September ~ Financially Organized Rescue
November ~ Personal Financial Year-End Tabulation

DWM Article Contributions
Advisors Dish Up Details from the Gender Divide (Advisors.ca, March 2018)
As Market Drops, Here’s How Advisors are Communicating  (Advisors.ca, February 2018)
How to Finance Continuing Education
(Toronto Star, Vikram Barhat, October 2017)
Choose the Goal with the Better ROI (Toronto Star, Vikram Barhat, February 2017)
Key Difference Between Actively Managed Funds and Actively ETFs
(Globe and Mail, Vikram Barhat, February 2015)
Which Services Do Clients Value Most? (Advise.ca, by Suzanne Sharma, Deputy Editor of Advisor Group, October 2013)
Working to Pay the Sitter (Golden Girl Finance, April 2014)

Articles of Interest
Death, Fees & Taxes by Manulife
Women and Financial Planners by Financial Planning for Canadians