Welcome to
Wells and Crown!

Exempt Market Dealers, Calgary Alberta AB, Rick Couronne & Larisa Wells

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

Nov, 11, 2024
The following are some ideas for individuals and business owners to reduce income taxes as 2024 draws to a close. Individuals should consider doing their RRSP contributions before the RRSP rush in the first 60 days of 2025. You can get better values by buying today than when all the last minute... Read more
Nov, 11, 2024
Recent college or university graduates with their first career job have an understandable itch to spend money after years of living on Kraft Dinner. Yet this is the ideal time in life to start developing the correct habits that will lead to a comfortable future lifestyle. But we often hear reasons... Read more
Nov, 11, 2024
We all know how easy it is to romanticize our retirement years. Many of us make lengthy lists of things we will do and experience in those golden years. We have little doubt about our ability to enjoy the perfect blend of leisure and excitement, which is what makes the very idea of retirement seem... Read more

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