About Wells and Crown

At Wells and Crown Financial Corporation, we are committed to providing expert financial solutions and personalized service to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to building lasting relationships based on trust, integrity, and excellence. 

We built our foundation on a dedication to assisting clients in crafting diverse custom investment portfolios aimed at achieving consistent annual income. Our focus lies in offering access to burgeoning private markets, investing in well-established private enterprises spanning various sectors such as real estate and high tech. Additionally, we provide opportunities in mutual funds, GICs, and tax-sheltered products, including registered investments like RRSP, RRIF, LIRA, LIF, TFSA, and RESP. We eagerly anticipate collaborating with you to unlock the advantages of diversified investing. As one of the premier investment firms in Calgary, we’re committed to your financial success. We look forward to partnering with you to access the benefits of diversified investing.

Meet our Leadership

Rick Couronne

Exempt Market DR, Sentinel Financial Group

Dr. Larisa Wells, Phd

Exempt Market DR, Sentinel Financial Group

Rick Couronne boasts over thirty years of extensive experience in the financial markets, having contributed significantly to both private and public sectors. His illustrious career includes holding diverse senior executive roles such as President, CEO, and Head Trader within a prominent Canadian division of a leading Wall Street Investment Brokerage firm. Moreover, he has served as VP of Syndication, among other prestigious positions.

Couronne’s proficiency extends to Global Networking and Strategic Alliances, complemented by a comprehensive understanding of financial and operational dynamics. His discerning insights into private investments further enrich his perspective on the investment landscape. Through his leadership, Rick has cultivated an environment conducive to growth and opportunity, establishing himself as a respected figure within the industry.

Dr. Larisa Wells holds a PhD in Mathematical Economics and has collaborated extensively with a broad network of business and portfolio managers. Through these partnerships, she has identified unique opportunities and crafted innovative investment strategies aimed at empowering investors in the rapidly expanding private and alternative investment space.
 
Dr. Wells specializes in serving business owners and medical professionals who seek to manage their wealth through tax-efficient investments. These investments are designed to complement the public markets and often provide cash flow along with significant upside potential. With her expertise and personalized approach, Dr. Wells is dedicated to helping her clients achieve financial growth and stability.

Contact Us Directly 403-837-9181