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.
Critical Illness Insurance
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
CFP®, RRC®, SENIOR WEALTH MANAGEMENT ADVISOR
Candace has been actively involved in financial planning since 2014. She is a Registered Retirement Consultant RRC®, has a Financial Planning diploma from the Canadian Institute of Financial Planning, and has completed her Certified Financial Planner CFP® certification through FP Canada.
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 TriCert Investment Counsel Inc. Clients have direct access to a team of portfolio managers 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.
Janice plays a vital role in the development and implementation of Stark & Marsh clients financial plans. Acting as a liaison between clients and the financial planning team, Janice’s primary responsibility is to ensure smooth coordination and effective communication throughout the engagement process.
As an engagement coordinator, Janice works closley with clients to gather all relevant financial information including income, expenses, assets, and liabilities. Janice will ensure all documents are carefully organized ensuring accuracy and confidentiality. This information serves as the foundation for the financial plan.
Once the financial planning team has analyzed the data, the Janice assists in preparing comprehensive financial reports and presentations.
In addition to document preparation, Janice oversees the scheduling of meetings and appointments. She coordinates with both internal team members and external clients to ensure that everyone is on the same page and that deadlines are met.
Throughout the engagement, Janice keeps track of any changes or updates to the financial plan. She will communicate these changes to the relevant parties, ensuring that all involved are well-informed and able to make informed decisions.
Overall, Janice serves as a crucial link between clients and the financial planning team, ensuring that the financial plan is tailored to the client’s needs and objectives. Through effective coordination and communication, Janice contributes to the successful implementation of the plan and the achievement of the client’s financial goals.
Questions? Complete the form below and a member of our Wealth team will be in touch with you.
Through a referral arrangement, Stark & Marsh Wealth Management Services offers you direct access to TriCert Investment Counsel’s Portfolio Managers who will tailor an investment management strategy that is specific to your unique circumstances. Working with your accountant and financial planner, TriCert Investment Counsel’s Portfolio Managers take a quality sector-based (QSect™) approach to investing.
TriCert Investment Counsel is registered with the securities regulators as a Portfolio Manager and is engaged to provide clients with discretionary portfolio management.
To learn more, visit the TriCert website.
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