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

Jun, 10, 2024
In the last article Sue had a capital shortfall of $400,000 in order to support her desired retirement lifestyle. This amount will vary for each individual and will be larger or smaller depending upon your income, age and ability to save money as a percentage of your earned income. Broadly speaking... Read more
Jun, 10, 2024
There are things you need to live a healthy life, like a place to live and food to eat. There are also things that you'd like, such as a warm vacation or new ski boots. It's possible to have it all, but not all at once. If you can't afford to pay your bills for necessities like rent/mortgage,... Read more
Jun, 10, 2024
Canadians are living longer, healthier lives. According to Statistics Canada (2018), the average life expectancy is 80 years for men and 84 years for women. This means your retirement years may almost equal your working ones. Family therapist Rhonda Katz suggests taking some time before retirement... Read more

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