INSURANCE PLANNING SERVICES
At Stark & Marsh Wealth Management, we understand the importance of insurance planning in your overall Wealth Management strategy. It is vital that you are protected from life’s unforeseen incidents.
Our Financial Planning team will work directly with you to establish your insurance needs. From there, we have an integrated approach that includes your accounting and insurance professionals in establishing the products that will best serve your personal circumstances. This unique collaboration ensures that your insurance planning needs are appropriately addressed.
By choosing Stark & Marsh Wealth Management, you have the opportunity to tap into the collective expertise of our certified professionals, all committed to providing you with the highest level of service. Trust us to guide you through the complexities of insurance planning, giving you peace of mind knowing that your loved ones and assets are well protected.
Types of Insurance Policies Offered
At Stark & Marsh Wealth Management, we have an extensive range of insurance policies available from multiple providers. Our team specializes in finding the perfect coverage options tailored to your unique needs and circumstances.
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Life Insurance
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Health Insurance
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Disability Insurance
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Business Insurance
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Critical Illness Insurance
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Group Benefits
Insurance coverage serves as more than just a safety net; it acts as a valuable financial tool, offering peace of mind and protection against unforeseen challenges. If you already have coverage, we will carefully evaluate your package to ensure it aligns perfectly with your needs. As your Financial Planner, I collaborate closely with your accountant and insurance advisor to guarantee that you receive the most appropriate coverage.
WEALTH MANAGEMENT TEAM
CANDACE GELLETA
CFP®, RRC®, SENIOR WEALTH MANAGEMENT ADVISOR
Candace has worked in financial planning since 2014 and holds both her RRC® and CFP® designations. She helps Stark & Marsh clients create personalized financial plans that consider retirement, insurance, estate, and tax needs. Candace collaborates closely with accounting and tax advisors to ensure a full-picture approach. Through a referral agreement with TriCert Investment Counsel Inc., she connects clients with portfolio managers for tailored investment strategies—offering an integrated, customized planning experience. Learn more by visiting Candace’s biography page.
JANICE BISSONNETTE
ENGAGEMENT COORDINATOR
Janice plays a key role in coordinating financial planning engagements at Stark & Marsh. She works closely with clients to gather financial information, organize documents, and ensure accuracy and confidentiality. Janice supports the planning team by preparing reports, managing schedules, and keeping communication clear and timely. Her coordination helps deliver tailored financial plans and ensures a smooth, goal-focused experience for clients. Learn more by visiting Janice’s biography page.
Portfolio and Investment Fund Manager
Through a referral arrangement, Stark & Marsh Wealth Management Services offers you direct access to TriCert Investment Counsel’s portfolio management services. Seamlessly working with your Stark & Marsh CPA LLP Accountant and your Stark & Marsh Wealth Management Services Financial Planner, your TriCert Investment Counsel’s Portfolio Manager takes a quality sector-based (QSect) approach to tailor an investment management strategy that is specific to your unique circumstances designed to meet your goals and provide peace of mind through volatile markets.
TriCert Investment Counsel is registered as a Portfolio Manager with the Ontario Securities Commission (OSC) in Ontario, its principal regulator, and with each relevant securities administrator in all other jurisdictions across Canada. TriCert Investment Counsel is registered as an Investment Fund Manager in Ontario. Today, TriCert Investment Counsel proudly manages over $3 billion in assets on behalf of thousands of clients.
To learn more, visit TriCert.ca.
Let's make a plan
No matter what stage of life you may be at, having financial security is important for you and your family.
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