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.
-
Life Insurance
-
Health Insurance
-
Disability Insurance
-
Business Insurance
-
Critical Illness Insurance
-
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
JANICE BISSONNETTE
ENGAGEMENT COORDINATOR
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
If you are interested in discussing Insurance Policies, we can help. We offer a complimentary review of any existing policies to ensure they are the right fit for your needs. Complete our follow up request form below and a member of our Wealth Team will get in touch with you.
WEALTH MANAGEMENT RESOURCES
Intergenerational Wealth Transfer
Intergenerational wealth transfer is about more than passing assets from one generation to the next. It’s about protecting what you’ve built, supporting the people you care about, and creating clarity around the future – for both today and tomorrow.
Financial Plan vs Estate Plan vs Transition Plan – Key Differences
When comparing a Financial Plan vs Estate Plan vs Transition Plan, it’s important to understand how each serves different goals in your life planning.
2025 Canadian OAS, CPP, EI, Tax Rates & Contribution Limits
2025 Canadian OAS, CPP, EI, Tax rates & Contribution Limits
The 2025 Canadian tax rates and contribution limits for OAS, CPP, and EI bring important changes that could affect both individual and business financial plans.