Assante Wealth Management

Couillard Group Inc. is a family-run business located in Calgary, AB, providing insurance planning services for businesses and families. They focus on helping clients define their purpose, plan for the unexpected, and create impactful legacies. Their team, led by Hal Couillard, offers a safe and trusting environment for clients to explore endless tools and strategies to achieve impactful discovery. Whether it's planning for businesses or families, they aim to connect the "why" with the "what" in clients' planning to instill confidence in their strategies. For businesses, Couillard Group Inc. understands the dynamic needs of business owners and aims to help them find freedom and time to enjoy the fruits of their labor. Similarly, for families, they provide the tools needed to achieve a balanced life and peace of mind through proper planning. Generated from the website content

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

IPC Securities Corp, located in Calgary, AB, offers personalized financial advice designed to meet the unique needs of individuals and families as they navigate life's significant milestones. Their human-centered approach emphasizes flexibility, enabling clients to receive guidance in a manner that best suits their schedules and preferences, whether online, in-person, or through group video calls. With a team that boasts extensive experience in financial planning, IPC Securities Corp is committed to fostering engaged relationships with clients, ensuring continuous communication and tailored strategies to build confidence in their financial future. By focusing on personalized service, they help clients choose the right level of support to effectively achieve their wealth management goals. Generated from the website