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CANDACE GELLETA

CFP®, RRC®, WEALTH MANAGEMENT ADVISOR

Candace Gelleta

Candace Gelleta

CFP®, RRC®, Wealth Management Advisor

(306) 773-7285

Candace has been actively involved in financial planning since 2014 with IG Wealth Management. She has her MFDA license and Insurance license, has a designation as a Registered Retirement Consultant RRC®, a Financial Planning diploma from the Canadian Institute of Financial Planning, and her attained her Certified Financial Planner CFP® certification through FP Canada™. She also has an accounting diploma through the University of Athabasca and has past accounting experience with Stark & Marsh.

Candace works with Stark & Marsh clients to build a financial plan that considers Financial, Insurance, Retirement, and Estate needs. She works closely with the Stark & Marsh accounting and tax advisor to ensure the complete financial picture, including tax implications, are contemplated.

Through a referral agreement with Stark & Marsh Wealth Management, Candace will refer clients interested in investments to the Independent Accountants’ Investment Counsel Inc . (IAIC). Clients have direct access to a team of Advising Representatives through this referral arrangement who can tailor an investment management strategy specific to their needs. This integrated approach, which links the clients’ accountant with their financial planner and investment advisor, provides a unique opportunity to develop a comprehensive and customized plan best suited to serve the clients needs.

Candace relocated to Saskatchewan in 1992 to grain farm and still assists her son in the business’s financial operations today. Candace and her husband Ivan own & operate MicroAge in Swift Current, purchasing the company in 2010. As a fellow business owner, Candace understands the pressures and regulatory requirements that a business owner must meet.

Presently Candace is serving on the Special Olympics board and was previously the Chairperson for the Swift Current Chamber of Commerce (2016).

Wealth Management Services

Stark & Marsh offers a variety of comprehensive financial planning services to best serve your needs. Together with your Accountant, our Wealth Management team will work with you to ensure your short and long-term goals are at the forefront during the planning process.

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