Couillard Group Inc

Assante Wealth Management in Calgary, AB is a financial services firm that offers wealth management solutions to individuals and families. With a focus on personalized financial planning and investment strategies, Assante Wealth Management helps clients navigate their financial goals and objectives. Generated from their business information

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

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