Meet the Team
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. The firm was established in early 2006 by principal owners:
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.
Sylvia DeLauretis, CPA, CMA & Principal of Sylvia F. DeLauretis Professional Corporation (Certified Management Accountant) with over 25 years of experience in the accounting and tax professions.
The firm’s objective is to provide its valued clientele and their families with high quality services & products when working with clients through the multi-facets of financial planning.
We are not just a family business; we are a family of businesses. Each offering our special knowledge and expertise to help our individual clients, business owners and family clients achieve their financial goals in order to fund their dreams and live the life that is right for them. Our mission, passion, purpose is to empower you to be financially secure!
The Financial Planning specialties of the firm include, but are not limited to;
- Retirement Planning & Consulting
- Investment Planning
- Lifestyle & Wealth Protection (Insurance)
- Estate Planning
- Tax Planning (through DeLauretis & Associates Inc.)
- Cash Flow & Debt Management
- Education Savings
We combine these services with the implementation of various strategies suited to your specific needs. In addition, we have established a solid business network of other industry professionals whose education, experience, achievements and ethical commitment further complement our services to help you achieve all your financial planning goals.
Lastly, the firm is uniquely qualified to provide clients contemplating or experiencing divorce with valuable consulting services with respect to the financial aspects of divorce and/or separation.
“Helping you fund your dreams and live the life you want!”