DeLauretis Wealth Management (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.
Accounting & Tax Preparation
Sylvia F. DeLauretis Professional Corporation
CPA, CMA, Accountant, Professional Tax Preparer
Sylvia has been practicing accounting for over 25 years. Since commencing Sylvia F. DeLauretis Professional Corporation in 1996, her focus has been on businesses and other organizations.
In 2006, she partnered with Marie DeLauretis and Josephine DeLauretis and to form DeLauretis Wealth Management as a collaborative financial services firm helping individuals, families, and business owners implement strategies to achieve their financial goals in the accumulation, growth, preservation, & transition of personal wealth.
Like her family, she is a proud donor to various causes important to her.
Josephine DeLauretis, CFP
DeLauretis & Associates Inc.
Accountant & Professional Tax Preparer
Josephine is a Certified Financial Planner® (CFP) with a Bachelor of Commerce Degree from the University of Calgary. She has been practicing accounting for over 25 years.
Since establishing DeLauretis & Associates in 1993 – an accounting and business advisory services firm – she has helped hundreds of individuals, entrepreneurs and business owners:
- determine and achieve financial and non-financial goals,
- implement innovative solutions to improve business efficiency, and
- implement strategic business planning techniques to remain competitive and thrive in their industries.
In 2006, she partnered with Sylvia DeLauretis and Marie DeLauretis to form DeLauretis Wealth Management as a collaborative financial services firm helping individuals, families, and small business owners implement strategies to achieve their financial goals in the accumulation, growth, preservation, & transition of personal wealth.