Who We Are

Our Team

Marie T. DeLauretis,

B. Comm., CFP®, RWM™, Mutual Fund Advisor, Life and Health Insurance Advisor

Principal Owner

Photo of Marie DeLauretis

I am driven to help my clients made up of multi-generational families and business owners increase their financial well-being and build lasting wealth, so they can live richer lives.

As a Certified Financial Planner® and Real Wealth Manager™, I am specially trained in all areas of financial planning and wealth management.

I look at overall wealth through the lenses of accumulation, growth, preservation and sustainable transition of wealth, while taking into consideration taxes, fees, and inflation.

Through my various licenses and professional education I am able to promote, sell and implement the tools and strategies that will help you achieve your financial goals and focus on what is important to YOU.

This disclosure is intended to advise you that Ms. DeLauretis represents DeLauretis Wealth Management Inc. which is also registered for Life and Health Insurance business in the province of Alberta.

The insurance product you are purchasing is offered by Ms. DeLauretis, Life Insurance Advisor, and DeLauretis Wealth Management Inc., and will be placed through Desjardins Financial Security Independent Network – Alberta, a Life and Health Insurance agency registered in the province of Alberta, to the insurance company.

– DFSIN

As a Certified Financial Planner and Real Wealth Manager, I am specially trained in all areas of financial planning and wealth management.

I look at overall wealth through the lenses of accumulation, growth, preservation and sustainable transition of wealth, while taking into consideration taxes, fees, and inflation.

Through my various licenses and professional education I am able to promote, sell and implement the tools and strategies that will help you achieve your financial goals and focus on what is important to YOU.

  • Bachelor of Commerce – Finance 2000
  • Certified Financial Planner (CFP) designation 2002
  • Life and Health Insurance licensed in 2006
  • Investment Representative with Desjardins Financial Security and Independent Network and Investments since 2009
  • Volunteer member of the Real Wealth Manager Society, a society that encourages a family office approach to wealth management with multigenerational clients
  • Completed the Certified Financial Divorce Specialist designation 2010
  • Various designations involving Cash Flow & Debt Management, Responsible Investment, and Certified Executor Advisor since 2011
  • Featured in and contributed to various local, national, and digital publications/news throughout my career
  • Blog writer of financial industry information
  • Solo hiked the Galatea Trail in Kananaskis, Alberta in 2020
  • Learned to Stand Up Paddleboard River style (SUP) in 2021

To ensure that our clients meet their goals and fund their dreams, DeLauretis Wealth Management has an expanded network of collaborative professionals specializing in the areas of insurance, estate planning, real estate investing, accounting, and family law. 

I hand-picked these individuals to help clients achieve their ultimate lifestyle and financial goals, and to preserve individual and family assets. 

I know that when life events occur, ones that may include a potentially financial and emotional impact, you and your family require the right financial team at your side.

Photo of Marie DeLauretis
Photo of Marie enjoying a hot cup of coffee in the Rocky Mountains
Photo of Marie enjoying a hot cup of coffee in the Rocky Mountains

In my own words...

Hi, I’m Marie, 

I am a Mom of two, the owner of my dream vehicle, a Jeep Wrangler named Vader (yes, I named my vehicle), my favourite fairy-tale is the Paper Bag Princess by Robert Munsch, and my favorite superhero is Wonder Woman. 

My passion is the Great Outdoors and I love Stand Up Paddleboarding on Rivers, hiking, exploring, and leisure skiing. I finally graduated from being a “Chalet’er” to a green run skier.

Little known facts about me:

  • I was born in a farm community and lived on a farm for a couple of years
  • I took Kung-Fu. I’m not as nimble as I used to be, but I still love the martial arts.
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Client Testimonial

I asked Marie to take a look at my situation and tell me if I could in fact retire today and start living ‘the good life’. She asked for a lot of interesting things – all my financial information of course, kids’ education funds stuff, Will, Powers of Attorney, Directives, Benefits Plan details, Life Insurance details and the list goes on.

As it turns out, the ‘numbers’ per se are the easiest part to deal with. What I was surprised by was all the other considerations besides ‘retirement income’.To this end, Marie added a huge amount of value.

After our initial consultation, she spent about 3 hours with me getting to know me outside of documents and numbers. This in itself added value in that when she came back with the comprehensive consultation results, she planted some ‘reality check’ points on the table. Things like tax consequences, re-purposing life insurance and some interesting nuances in my recently established Will to name a few. She clearly laid out to me that retirement planning is not just about whether or not you have enough money. She highlighted the point that it is difficult to predict when one might run out of money because of that one variable that eludes all mankind – how long are you actually going to live for.

Hence my kids may be in store for a giant inheritance in the next few years, or they’ll be stuck trying to support me 30 years from now when I run out of my own money and am solely reliant on CPP and OAS. Great Job Marie. Worth every penny…
MarcCalgary, AB