Bergh Tatomir Financial Services

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

Future Values Estate & Financial Planning, located in Calgary, AB, specializes in aligning clients' financial strategies with their personal values, focusing on financial independence, family legacy, and social impact. The firm offers a range of services including comprehensive financial planning, individual risk management, and business planning, all designed to help clients make informed decisions that resonate with their life goals. Founded by Sterling Rempel, a Certified Financial Planner with over 30 years of experience in the financial services industry, Future Values is dedicated to providing expert advice and personalized service. The team is committed to responsible investing and philanthropy, ensuring that clients can connect their financial resources to meaningful outcomes for themselves and their families. Generated from the website