What brings you to Wells and Crown is a move in the right direction.
Return on Investment.
It's what we do
We create long-term relationships based on trust and reliability by helping our clients invest in established private companies to generate monthly/quarterly income. Financial advice is nothing without action.
An investment in Core Values
Solid Foundation
A solid foundation is crucial in financial planning because it ensures stability and sets the stage for future growth and security. Your aspirations, worries, and outlook on investing form the bedrock of our strategy. We create a future tailored to you, beginning with a solid base.
Strategic Partnerships
Your part of our strategy. Forming strategic partnerships are essential for achieving great success.
By collaborating with Wells and Crown, you can leverage our resources, expertise, and opportunities to reach your goals more effectively.
Diversified Portfolio
Investments that generate monthly or quarterly income. This includes residential and corporate lending, real estate, private apartment REITs, energy assets, dental clinics, industrial assets, and discounted shares in multi-billion dollar private companies.
Choosing a Calgary based Financial Advisor gives you more.
Alternative Investments
Alternative investments in Western Canada offer distinct chances for investors seeking diversification. With its expansive natural resources, burgeoning technology sector, and dynamic real estate markets, Western Canada provides fertile ground for alternative investment strategies. From private equity and venture capital in emerging industries to infrastructure projects and renewable energy initiatives, the region boasts a varied array of investment opportunities. Moreover, alternative investments like agricultural land, timber, and water rights can furnish enduring value and protection against inflation. At our firm, we specialize in alternative investments in Western Canada, utilizing our expertise and local insight to assist investors in seizing the region’s growth potential while prudently managing risk.
Guaranteed Investment Certificates
Wells and Crown is delighted to present GIC investments facilitated by CASHiQ. CASHiQ is a sophisticated cloud-based application meticulously designed to provide our esteemed clients with a seamless and secure platform for monitoring their GICs and other cash-insured deposits. With CASHiQ, you can easily track your investments, ensuring that your financial assets are both accessible and protected. Eager to explore GIC opportunities and maximize your investment potential? Reach out to us today and let our experts guide you toward a secure financial future!
Mutual Fund Companies
We take pride in representing a select group of distinguished mutual fund companies, each renowned for its commitment to excellence and innovation in the investment industry. Our portfolio of partners embodies a diverse range of investment philosophies and strategies, ensuring that we can tailor solutions to meet the unique needs and objectives of our clients. From established industry leaders to emerging innovators, our roster of mutual fund companies reflects our dedication to providing access to top-tier investment opportunities for our valued clients.
Our Purpose
Explore personalized financial guidance with Calgary Financial Advisors from Wells & Crown led my Rick Couronne and Larisa Crown. As Calgary’s foremost financial experts, our team is dedicated to designing customized strategies to help you reach your financial objectives. Whether you’re planning for retirement, expanding your wealth, or navigating investment decisions, you can depend on us to offer the expertise and assistance you require. Put your trust in Calgary Financial Advisors at Wells & Crown to lead you towards financial prosperity.