DeLauretis Wealth Management Inc./DFS Investments

06/08/2026

There’s something about pushing through rapids that reminds you how important resilience really is.
Marie spent the weekend white water SUP’ing the Crowsnest River and came back energized, grateful, and ready for the week ahead. 🌊
We prepare for adventure… but are we equally prepared for the unexpected?�That got us thinking: Do you have your DI insurance?
(We do!)

Thanks to Gordon Brunson for the friendly guidance and this hidden gem in Alberta.

If you ever need you whitewater gear/tools/crafts fixed, check out https://rivercityrepair.ca/
Featured in photos Marie T. DeLauretis with her SUP Crew

06/04/2026

Quick question…
If you’re a lawyer, accountant, doctor, engineer, teacher, social worker, nurse, skilled tradesperson —or anyone who gives advice and shares knowledge for a living…
👉 Have you ever walked someone through exactly what they need to do…�…and then watched them not do it?
They understood.�They agreed.�It made total sense.
…and still—nothing changed.

I had a bit of an “oh wow” moment this week about this.
For years, I assumed the barrier was knowledge.
Better strategy. Better planning. Better advice.
But I’m realizing that’s rarely the issue.
What’s actually getting in the way?
👉 Personality differences�👉 And invisible decision-makers
Here’s what I’m seeing:
Some people need time and space before they act
Some resist being told what to do (even indirectly)
Some need emotional certainty, not logical clarity
Some agree in the moment—but don’t follow through later
And that last one changed how I see everything.
Because often…
The real decision isn’t happening in the room.
It happens later: with a spouse, a business partner, a family member or even their own internal beliefs about money, risk, or change.

So it’s not that the advice is wrong.
It’s that: it doesn’t match how they’re wired or it gets quietly overruled

And then there’s something even harder to admit:
Sometimes, it’s just a personality mismatch.
If someone is highly controlling, skeptical, or ego-driven… you can have the best advice in the world, and it still won’t land.
That’s not a knowledge problem.�That’s a human dynamics problem.

This has me rethinking everything.
Less focus on what I say… More focus on: how someone actually makes decisions and who else is influencing them behind the scenes

Curious—what’s your experience?
Have you ever known exactly what would help someone…�and watched them not do it anyway?

04/29/2026

If you have wealth but no peace of mind… that’s not success. That’s financial tension.

You can have investments, properties, a business, and even a strong income… and still feel financially unsafe.
It’s not because you're unprepared - it’s because life got more complex than your systems.

Financial peace of mind comes from alignment:
✔ coordinated accumulation and investment strategies
✔ clear tax planning
✔ risk management & estate certainty
✔ decisions made from clarity, not fear

Wealth shouldn’t feel heavy. It should feel supported.
Bring your strategy back into focus - let’s align your next steps.

04/25/2026

A call out from our friends at Alberta Whitewater Association
🛶 Do you paddle in Alberta?
Thinking about it? Know someone who should?
An Alberta Whitewater Association (AWA) membership makes it all possible.
If you paddle (or want to paddle) in Alberta, an AWA membership is one of the best $ you’ll spend all year. It supports our paddling community and comes with some pretty sweet perks.
✅ Paddle with clubs across Alberta
Your AWA membership lets you join events, programs, festivals, and sessions with local paddling clubs — beginner to advanced. More paddling. More people. More learning.
✅ Insurance + peace of mind
AWA membership includes liability coverage for club- and AWA‑sanctioned activities. It’s one of those things you hope you never need… but are very glad to have.
✅ Skill building + leadership pathways
Access to courses like Swiftwater Rescue, instructor & coach training, and leadership development. Whether you’re just starting out or dreaming bigger, AWA helps open doors.
✅ Events & festivals!
KanFest, races, jams, community paddles — AWA supports the events that make paddling fun, social, and unforgettable.
✅ Discounts & deals
Camping discounts, gear repair discounts, partner perks — your membership pays for itself faster than you think.
AND… 🥁🥁🥁
🎉 2026 AWA MEMBERSHIP DRIVE PRIZES! 🎉
Get your AWA membership direct or through your LOCAL CLUB by April 30 and you’ll be entered to win:
🔥 AQ Outdoors (Calgary/Edmonton) – $200 credit toward gear or courses
🔥 Women’s Whitewater Weekend – Registration (value $65)
🔥 KanFest Registration – (value $95)
🔥 River City Repair – Post‑season drysuit/drytop maintenance package (value $200)
🔥 Canoe Meadows Campground – 2 sets of two free nights
💙 Bottom line:
Your membership supports safer paddling, stronger clubs, better access, and a connected community — and you might score some amazing prizes along the way.
👉 Join through your local club or grab your membership directly before April 30 by clicking here: https://www.albertawhitewater.ca/form/awa-membership-online-waiver-adu
See you on the water this summer. 💦🛶

I grant permission to the Alberta Whitewater Association, it’s Clubs and Affiliated Discipline Associations the right to use, without payment of any fee or charge and without limitation on time or frequency, for nonprofit, educational, promotional or publicity purposes only, any photographs, video...

04/23/2026

One Simple Rule Every Investor Should Follow!

Putting all your eggs in one basket can be risky. This video explains why diversification matters—and how mutual funds can help you achieve it instantly.

https://youtu.be/TvgFFltAz7k

How to diversify your portfolio

04/22/2026

Too many successful people are privately overwhelmed by their own money.
You might recognize thoughts like:
• “I shouldn’t be this stressed at this stage of my life.”
• “I’ve accumulated wealth… so why don’t I feel steady?”
• “My financial world feels scattered.”
• “One market dip and I’m spiraling, why?”
• “I don’t have a real succession plan.”
• “My advisor can’t keep up with the complexity of my life.”

If any of that hits a nerve, that’s not anxiety — it’s a lack of alignment between your wealth and your life.

People with significant assets don’t feel overwhelmed because they’re disorganized. They feel overwhelmed because their life has evolved… but their strategy hasn’t. And no one ever told them that’s the real problem.
o Kids becoming adults
o Relocating or buying additional properties
o Supporting family members
o Shifting career priorities
o Planning for longevity and health needs

Your life has depth and your wealth plan needs to match it.
True financial calm comes when your money is handled with the same intention, structure, and excellence you used to earn it.
You don’t need more spreadsheets. You need a system that actually reflects the life you’ve built.
If you’re ready for clarity, structure, and a strategy that grows with you, reach out to me.
This is the work we do every day.

04/11/2026

Your wealth isn’t the issue. The design behind it is.

When people pull me aside to talk about their finances, these are usually the first words out of their mouth…

“I shouldn’t be this stressed at this stage of my life”
“I’ve built wealth… but I don’t feel secure”
“My finances are over the place”
“I’m constantly feeling one market swing away from panic”
“I don’t have a real succession plan”
“I am not sure my advisor is in tune with me”

If that made you think twice, that isn’t worry, that’s wealth misalignment.
People with substantial assets don’t struggle because they’re unorganized. They struggle because their life outgrew their strategy, and no one told them.

o Aging parents
o Deaths in the family
o Growing portfolios
o Business exits
o Market uncertainty
o Estate complexity
Your life has layers and your wealth plan needs them too!

Real financial peace comes when your money is managed with the same intention, structure, and excellence you brought to building it.
You don’t need more spreadsheets. You need a system that matches your success.

If you’re craving clarity, structure, and a strategy that evolves with you, reach out. This is the work we do every day."

03/31/2026

🔥 Wealth you can’t enjoy is just a number…

“I’m successful… but constantly anxious about money.”
“I’ve outgrown my financial strategy.”
“My portfolio feels out of balance.”
“I have wealth… but no clarity and direction.”
“I’m afraid I’m missing something big.”
“I don’t know who to trust with my money anymore.”
“I can’t relax.”

If those sentences hit your gut more than your mind — that’s not drama… That’s financial dissonance. 🔥

High achievers don’t feel overwhelmed because they’re irresponsible. They feel overwhelmed because their financial life got more complex than the system supporting it.

We don’t “burn out” financially because we’re bad with money.

We burn out because:

• the wealth grew
• the risks grew
• the decisions multiplied
• the stakes got higher
• the noise got louder
• and the strategy… stayed the same

Your money evolved. Your life evolved. But your plan? Still built for who you were 10 years ago.

Financial peace of mind isn’t created by having more assets. It’s created by having alignment, clarity, and a structure strong enough to carry the weight of a real life with real wealth.

When your financial nervous system is regulated, you can begin to experience the most from your wealth. Let us help you, contact us at www.delauretiswealth.com

03/27/2026

Test your knowledge!

As a rule, what happens to the value of outstanding bonds when interest rates go down?

03/26/2026

“Empowered women don’t wait for financial clarity—they create it.”

What an incredible evening!
Thank you to every woman who joined us for our Women, Wealth & Wine Event - your presence, insights, and energy made the room come alive.

A heartfelt thank‑you to CI Global Asset Management for partnering with us on this event, and to our guest speaker Kaitlyn Lawson, for delivering a standout session with powerful insights on building financial wealth and security with purpose and clarity.

Women don’t just invest money - we invest in families, futures, and legacies.

Together, we’re standardizing what confident wealth stewardship looks like for women.