DeLauretis Wealth Management Inc. (DWM), strongly believes in creating a community of professional advisors who can help our clients with all their financial and investment planning needs. We highly recommend the following individuals as we respect and value their knowledge and expertise in their respective fields. They share the same mindset of DWM as they collectively aim to empower hardworking individuals, families and business owners to fund their financial goals and dreams.
Please note that the following individuals are not employees with DWM, they are professionals in their specific fields who we refer to our clients.
Partnering with DWM
ACCOUNTING & TAX PREPARATION
Sylvia DeLauretis (Bio)
Sylvia F. DeLauretis Professional Corporation
CPA, CMA, Accountant, Professional Tax Preparer
Josephine DeLauretis (Bio)
DeLauretis & Associates Inc.
Accountant & Professional Tax Preparer
Gordon VanderLeek – Estate Planning Lawyer
Gordon has been practicing law for 30 years and restricts his practice to the areas of estate planning, estate administration and business law.
His firm, VanderLeek Law, is centrally located on Edmonton Trail NE (3 blocks from Peter’s Drive-In!) in a building that is fully accessible for those with mobility issues. Gordon also handles matters relating to guardianship and trusteeship through the division of the firm called Disability Advocates. Gordon has significant experience in the area of planning for family members that have long term disabilities.
Shelly-Ann Petz, CFDS, CIM, FCSI
Legal Mediator, Chartered Financial Divorce Specialist
Shelly-Ann has been involved in the investment industry since 1992 and has held her Canadian Investment Management and Fellowship of the Canadian Securities Institute designations since 1997. In addition to her investment background Shelly-Ann has over 27 years experience in the legal field with extensive experience in family law.
She earned a designation as a Financial Divorce Specialist, specializing in the financial aspects of separation and divorce and started a business, Dividing Dollar$.
Shelly-Ann completed the Legal Education Society of Alberta Mediation of Family and Divorce Conflicts course in June 2011. Upon receiving her certification as a mediator, Shelly-Ann began operating WIN/WIN Divorce Resolution offering family law mediation and paralegal services to separating and divorcing clients in the most efficient and affordable way.
As a mediator, Shelly-Ann acts as a neutral third party facilitator assisting clients with solutions and negotiating agreements regarding finance, division of property and parenting matters to help couples achieve an agreement that is fair, equitable and satisfactory to both parties. Shelly-Ann is passionate about helping her clients navigate through separation and divorce to make the process as simple and stress free as possible, while focusing on preserving the family assets and future relationships. Separation and Divorce with WIN/WIN Divorce Resolution is “Fair, Effective, Affordable”.
WIN/WIN Divorce Resolution prepares family law court documents and assists clients involved in court matters so clients obtain qualified legal assistance and professional documents without paying the high cost of lawyers fees.
Win/Win Divorce Resolutions
Amy Burchill – Bookkeeper & Accountant
Amy is a CPA, CMA and small business owner of an accounting firm that specializes in helping small businesses and individuals reach their “Big Idea”. Before becoming a small business owner Amy completed her University degree, CMA and CPA programs while gaining practical experience working with other small businesses.
It was during that time that Amy realized her love and the need for professionals who would provide personalized help for the little companies working to achieve their dreams. With help from individuals and her financial planner, Amy made it through her education and now uses her knowledge and skills to help other small businesses navigate the world of accounting, taxes and CRA.
Big Idea Accounting & Management Solutions Inc.
Tiro Clarke – Barrister & Solicitor
Tiro Clarke was called to the Bar in Alberta in 1996 and has practiced law in Calgary for over 18 years. His clients appreciate his casual, laid-back style, his responsiveness, and his respect for their busy schedules and life circumstances.
Tiro’s experience as a solicitor includes residential and commercial real estate purchases, sales, refinancing, and leasing. He has acted in many other business transactions ranging from the purchase and sale of companies to advising on the termination of senior employee-shareholders. As a litigator, Tiro has appeared at all levels of court in Alberta as well as in the Federal Court and the Supreme Court of Canada (Application for Leave) in files that have ranged from commercial insolvency to estate litigation.
Tel: 403.444.1163 ext. 200
Bryan Baker – Mortgage Professional
Greg Miller – Mortgage Professional
Bryan Baker and Greg Miller with Concourse Mortgage Group, are Mortgage Professionals that specialize in aligning debt and mortgage management to an overall financial plan. Their focus is on cash flow, which is the driver of any financial plan. It is their goal to help you save thousands on your mortgage and get you debt-free years quicker, all while accelerating your financial plan. They were recognized for their success in doing so by recently winning a Canadian Mortgage Award.
Should you have any immediate questions or inquiries, please feel free to reach out to them directly below, or by contacting us.