Articles of Financial Interest
Marie DeLauretis
January 29, 2022
Read these featured financial articles of interest by Marie DeLauretis, including blog posts, guest articles and other links of interest.
To me, being wealthy means I am able to enjoy my life and take off to the mountains whenever I want. I get to spend quality time with my family and want my daughters to experience the rewards of being responsible with money and see what happens when you prioritize financial planning. I feel very grateful for my Mom and Dad who showed me the way to such an amazing career where I get to help people with their money every day.
Our ARTICLES
Responsible Investing and the Power of Sustainable Development Goals
Jenna Weseen
November 5, 2024
Discover how responsible investing aligns with the United Nations Sustainable Development Goals (SDGs) and learn how DWM helps clients make a positive impact while growing wealth.
One Year Reflection: Embracing Growth and Change at DWM
Jenna Weseen
November 2, 2024
Reflecting on a year of growth at DWM, Jenna Weseen shares her journey from uncertainty to a licensed financial advisor, embracing new roles and life-changing experiences.
Losing a Key Member of the Office
Marie DeLauretis
October 11, 2024
Reflecting on the profound loss of Sylvia, a cherished member of our family and team, and how her unexpected passing underscores the importance of financial planning, wealth protection, and being prepared for life’s uncertainties.
The Tale of My First Death Benefit Delivery
Marie DeLauretis
August 22, 2024
Recounting my emotional journey of delivering a life insurance death benefit for the first time, and how it deeply impacts the role of an insurance agent, especially when it’s personal.
The Real Wealth Management™ Office
Marie DeLauretis
August 21, 2024
Retracing the origins of the Family Wealth Office and how it evolved into The Real Wealth Management™ Office – an Integrated and Coordinated Approach to Wealth Management for all families.
Will My Beneficiaries Inherit My Debt?
Jenna Weseen
August 19, 2024
Do your loved ones inherit your debt? Discover how debts are managed after death, the role of your estate, and strategies to protect your family from financial burden.
What is Real Wealth Management™?
Marie DeLauretis
August 12, 2024
Discover how Real Wealth Management™ elevates financial advisory with a collaborative, multi-faceted approach, ensuring your family’s wealth is built, maintained, and sustained for generations with true peace of mind.
Tax… wealth enemy number one!
Marie DeLauretis
March 6, 2024
Some Canadians may not realize that tax is the biggest eroder of wealth. Yet, it is the segment of wealth management that many Canadians do not plan for regularly or with consistency. Get important deadlines and tax updates for 2024 here.
How Can Life Insurance Promote Financial Stability?
Marie DeLauretis
March 6, 2024
In this article, we talk about how life insurance creates financial stability, creates your legacy and protects your wealth. Even with medical issues or the hard to insure, there are options for you. Find out your options here.
2024 Tax Deadlines
Marie DeLauretis
January 1, 2024
It’s time to start preparing for Tax Time in Canada. Here are two important dates to mark in your calendar for the RRSP and tax filing deadlines.
7 Common Wealth Goals for 2024
Marie DeLauretis
December 30, 2023
As we settle into a New Year, this is a perfect time to revisit your short and long-term financial goals and the dream lifestyle you want to achieve. In this article, we give you 7 common wealth goals so that you can translate meaningful financial goals into an actionable wealth building plan.
What are you worth?
Marie DeLauretis
December 20, 2023
Every year, members of our firm like to do what is called a Personal Financial Year End Tabulation. Described another way, we each like to calculate how we have personally done financially this year. Join us in creating your Net Worth Statement to close out 2023 and get an accurate financial snapshot of where you stand at year end.
2023 Fellow of Distinguished Financial Advisors Award
Marie DeLauretis
November 23, 2023
On November 12, 2023, The Knowledge Bureau presented Marie DeLauretis with an award called the Fellow of Distinguished Financial Services. It was presented by Evelyn Jacks, esteemed financial author, professional and president of The Knowledge Bureau, the provider of World-Class Financial Education. Learn more about this event here.
First Home Savings Account (FHSA)
Marie DeLauretis
April 29, 2023
Have you heard about Canada’s new First Home Savings Account (FHSA)? This is a new registered account introduced by the Federal Gov’t. In this article, I outline some key points about the FHSA to get you started.
A Financial Advisor’s aspirations of being a Boujee Dirtbag!
Marie DeLauretis
December 29, 2022
Full-time in her own career as a Financial Advisor and Certified Financial Planner, Marie DeLauretis always craves the outdoors and all its elements. Her favorite things to do in the great outdoors is Stand Up Paddleboarding, known as SUP, on flowing river water or flatwater, and hiking in the mountains of Alberta. Read more about it here!
Is your wealth planning process a ritual?
Marie DeLauretis
December 29, 2022
It is like a ritual to me. According to the Merriam-Webster dictionary a ritual is defined as: an act or series of acts regularly repeated in a set precise manner. “Rituals involve the execution of conscious and deliberate actions [as opposed to habits] …rituals are often markers or catalysts for energetic shifts. Rituals also assist in
Families Fighting Estate Battles in Court
Marie DeLauretis
September 1, 2021
My younger daughter, Kayla, said she wanted to be a lawyer. Naturally, I suggested the area of Estate Planning. Why? Because estate litigation remains one of the fastest growing areas of the law, a lucrative career path to be sure!! 137 million North American adults do not have a Will! This is not good, especially
Which family are You?
Marie DeLauretis
August 1, 2021
It is remarkably easy to predict which families will preserve inherited capital, manage each other’s care and avoid destructive litigation. One need only look at an individual’s commitment to planning, implementing and communicating basic information to family and friends while they have the capacity and the wisdom to will. Thomas William Deans Ph.D., Professional SpeakerAuthor
My Financial Planner
Marie DeLauretis
July 1, 2021
Have you ever asked your financial planner how they plan for themselves? Has your planner actually mapped out their own path to wealth building? Do they actually have a plan in place – whether it is a one page plan or a 3 inch binder full of “comprehensive know-how” to get from where he/she is
Insurance Matters of Divorce
Marie DeLauretis
June 1, 2021
If you are in the process of divorce or separation and have begun discussions surrounding the money matters of divorce, especially child support and spousal support, consider the below. “Support” Insurance: Life insurance coverage on the life of the child support payor or spousal support payor. There are two forms of support insurance: Conventional (or
Wisemen Say
Marie DeLauretis
May 1, 2021
WISEMEN SAY:If the key to growing your wealth is to work with a good financial advisor than why isn’t everybody working with an advisor? Perhaps he/she feels they do not earn enough income to become a client, or they are too young, or perhaps he feels he should be able to do it himself, or
Retirement Myths Debunked
Marie DeLauretis
April 4, 2021
Retirement Myths Debunked Is retirement realistic? Were we meant to retire for 25 to 30 years of our total life span? Retirement means to stop employment completely. Semi-retirement means to aggressively reduce work hours. Think about it, retirement is a relatively new concept in our history. It was first introduced in the late 1800’s early
You Think It Will Never Happen To You
Marie DeLauretis
March 3, 2021
With permission by one of our clients, we are sharing the following story: Our client was scheduled for a somewhat routine surgery. Providing no one had more pressing medical surgeries to be completed, our client’s surgery was a go. So, on the slight chance that someone with a more dire medical issue arose, that person
Le Sexy Tax Season – OH LA LA!
Marie DeLauretis
March 1, 2021
Is it already March? Ah, March, such an exciting month, not only does this month include International Woman’s Day, my Mom’s birthday (Happy Birthday Mom!) and Barbie’s birthday, but it’s also the month we all preoccupy our time with gathering the necessary tax information required by our tax preparers. I can hear the battle cry of all tax
Financially Organized Rescue
Marie DeLauretis
February 2, 2021
No doubt, for many individuals, financial planning, or just thinking about organizing your finances can be overwhelming. How does one begin? Indeed, where to begin? But financial planning does not have to be a daunting process. It should begin however, with a financial organizational strategy. If you think about it, it is essentially, the gathering
Getting to the Heart of It
Marie DeLauretis
February 1, 2021
February is heart month, so we are reminded of love and romance…but I will leave that topic to the experts. However, seeing that it is heart month, people are also reminded to be concerned about their health. Heart month may remind individuals to attend that missed annual check-up, or to change their diet, or to add regular exercise
Not Putting All Your Eggs in One Basket
Marie DeLauretis
January 1, 2021
We completely agree with the old adage of not putting all your eggs in one basket, but you certainly want all your chickens on one farm, don’t you? It’s true that you should never have all your money in one investment, say one stock. But when it comes to all of your investable assets (mutual
Own Your Dreams
Marie DeLauretis
December 15, 2020
Last month, I introduced the financial planning component of Cash Flow Planning and Debt Management. This month, I would like to elaborate on that concept and perhaps help you locate advisors in your area who specialize in this service. Let me first summarize why cash flow planning and debt management is important in the financial planning
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