Welcome to
Wells and Crown!
Larisa Wells
& Rick Couronne
We help our clients invest in established private companies to generate monthly/quarterly income.
Objectives – Create custom client portfolios with targets of consistent annual income of 6-12% by investing in established private companies, including real estate, to help mitigate uncertainty caused by the volatility of stock markets.
Our Clients' Objectives – Seeking steady investment income, capital protection, and balancing exposure to stock market risks and volatility.
Strategy – We create a diversified portfolio of monthly/quarterly generating income investments such as residential and corporate lending, real estate, private apartment REITs, energy assets, dental clinics, industrial assets, discounted shares of multi-billion dollar private companies.
latest news
Oct, 07, 2024
As Canadian and US stock market indexes hit new highs this year, many investors began expressing anxiety about a possible ‘correction’. Financial media personalities have also been speculating about the timing of correction from these recent market highs – following a strong run over the past year... Read more
Oct, 07, 2024
Before a sky scraper can reach for the clouds, it needs a very strong foundation. Once the building is complete, the foundation is virtually unseen. The same goes for our financial strategies. Following are the basics of a strong financial foundation:
Budget – Governments and businesses use budgets... Read more
Oct, 07, 2024
Recently, a client wanted to leave all their money to two charities through their Will. They wanted to leave a legacy to a few charities, and they didn't have any close family members.
Here is her situation: Age 80, $550,000 in savings (75% non-registered and TFSA), with income of $70,000 annually... Read more
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