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

Why Time Matters | September 2024 E-Newsletter
Sep, 09, 2024
It is not uncommon for an individual or organization, such as a charity or community tennis club, to consult a financial advisor regarding investment returns that can be generated on some spare cash that is not needed in the immediate future. As a result, the issue of investment "time horizon" is... Read more
But I'm Invincible | E-Newsletter | September 2024
Sep, 09, 2024
Most people have a false sense of security by believing that they will not be victims of a critical illness like cancer, heart attack or stroke; and if they are, that the healthcare system will look after them. Nothing could be further from the truth. The reality is, according to the Heart and... Read more
Sep, 09, 2024
Ralph and Mary have accumulated a nice estate, a good portion of it in cash. They want to leave it all to their children when they die, but they also want to do something for them today. Being part of the Savings Generation, they are reluctant to give large sums to their kids today, as they are... Read more

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