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DeLauretis Wealth Management | Financial Planning

Cash Flow & Debt. Articles & Blogs. Wealth Tools & Resources. Welcome to DeLauretis Wealth Management. Through the establishment of a solid client-adviser relationship, DeLauretis Wealth Management Inc. Is dedicated to financially empowering hardworking individuals, families and small business owners so they can fund their dreams. This is achieved by implementing strategies of wealth accumulation, growth, preservation and protection measures of this wealth over the long-term. Here at DeLauretis Wealth Ma...

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DeLauretis Wealth Management | Financial Planning | delauretiswealth.com Reviews

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Cash Flow & Debt. Articles & Blogs. Wealth Tools & Resources. Welcome to DeLauretis Wealth Management. Through the establishment of a solid client-adviser relationship, DeLauretis Wealth Management Inc. Is dedicated to financially empowering hardworking individuals, families and small business owners so they can fund their dreams. This is achieved by implementing strategies of wealth accumulation, growth, preservation and protection measures of this wealth over the long-term. Here at DeLauretis Wealth Ma...

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DeLauretis Wealth Management | Financial Planning | delauretiswealth.com Reviews

https://delauretiswealth.com

Cash Flow & Debt. Articles & Blogs. Wealth Tools & Resources. Welcome to DeLauretis Wealth Management. Through the establishment of a solid client-adviser relationship, DeLauretis Wealth Management Inc. Is dedicated to financially empowering hardworking individuals, families and small business owners so they can fund their dreams. This is achieved by implementing strategies of wealth accumulation, growth, preservation and protection measures of this wealth over the long-term. Here at DeLauretis Wealth Ma...

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delauretiswealth.com

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deLauretis Wealth Management - Estate Planning

http://www.delauretiswealth.com/EstatePlanning.html

Estate planning has been defined as a process that allows us to achieve several main goals including:. Ensuring that the estate is used and distributed, before and after the owner’s death, in ways consistent with the owner’s objectives,. Ensuring that the estate is large enough, with insurance proceeds, to provide the desired levels of family income security,. Maximizing after-tax incomes and minimizing taxation,. Directing how the owner’s intentions for the distribution of the estate will be carried out.

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DeLauretis Wealth Management - Biography

http://www.delauretiswealth.com/Biography.html

Marie DeLauretis B.Comm., CFP, FDS. Marie T. DeLauretis, a Certified Financial Planner (CFP) and Financial Divorce Specialist (FDS), 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, and transition of personal wealth.

3

DeLauretis Wealth Management - Insurance

http://www.delauretiswealth.com/Insurance.html

Insurance Planning is a very important step in the preparation of the overall financial plan. It includes the analysis of your current contracts in place, in addition to understanding your unique insurance need, and the many insurance options in the market. Insurance protects your greatest asset: you, your family, and your business! What is Life Insurance? To continue to make mortgage payments on the family home. To pay the mortgage balance in its entirety. To fund annuities or trusts set up for survivin...

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Delauretis Wealth Management

http://www.delauretiswealth.com/index.html

Welcome to DeLauretis Wealth Management Inc. Through the establishment of a solid client-advisor relationship, DeLauretis Wealth Management Inc. is dedicated to assist financially empowered individuals, families and small business owners implement strategies for personal wealth accumulation, growth, preservation and security over the long-term. Desjardins Financial Secruity Investments Inc. Marie DeLauretis is a Registered Mutual Fund Representative of Desjardins Financial Sercurity Investments Inc.

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DeLauretis Wealth Management - Financial Planning

http://www.delauretiswealth.com/FinancialPlanning.html

Financial Planning is an all-encompassing comprehensive process that includes several components such as Estate Planning, Retirement Planning, Wealth and Income Protection, Advanced Planning (i.e. special needs, adult-dependent needs, education needs), Investment Planning, Cash Flow and Debt Management, and Tax Planning. Financial planning is a process that determines how you can best meet your life goals through the proper management of your financial affairs. Establishing the client-planner engagement.

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DeLauretis Wealth Management | Financial Planning

Cash Flow & Debt. Articles & Blogs. Wealth Tools & Resources. Welcome to DeLauretis Wealth Management. Through the establishment of a solid client-adviser relationship, DeLauretis Wealth Management Inc. Is dedicated to financially empowering hardworking individuals, families and small business owners so they can fund their dreams. This is achieved by implementing strategies of wealth accumulation, growth, preservation and protection measures of this wealth over the long-term. Here at DeLauretis Wealth Ma...

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