Stark & Marsh Wealth Management Services
Stark & Marsh offers a variety of comprehensive financial planning services including Financial, Insurance, Retirement and Estate Planning 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.
Financial Planning
Whether you are enrolling in post-secondary education, beginning your career, starting to put money away for retirement, or growing your wealth, having a financial plan is an essential tool to ensure that your hard work is safeguarded.
Insurance Planning
Our Wealth Management team offers a unique integrated approach that includes your accounting and insurance professionals working together to establish the products that will best serve your personal circumstances.
Retirement Planning
Planning for retirement can be a daunting task. With constantly changing economic landscapes and evolving financial regulations, it is crucial to have a well-designed retirement plan that suits your unique needs and goals.
Estate Planning
Estate planning is an important component of financial planning as it ensures that your assets are protected and efficiently transferred to your loved ones. We will work with you so that this daunting task is taken care of with dignity.
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.
OTHER WEALTH MANAGEMENT SERVICE OFFERINGS
TriCert Investment Counsel’s Portfolio Management | Business Succession Planning
Cash Flow Management | Charitable Giving | Corporate Risk Review
Critical Illness Coverage | Debt Management | Disability coverage
Education Planning | Executive Compensation Planning | Group Benefits |
Individual Pension Plans | Insurance Planning | Insurance Review
Mortgage Insurance Personal Risk Review | Philanthropic Strategies
Portfolio Analysis | Retirement Compensation Arrangements
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 $4 billion in assets on behalf of thousands of clients.
To learn more, visit TriCert.ca.
WEALTH MANAGEMENT TEAM
CANDACE GELLETA
CFP®, RRC®, SENIOR WEALTH MANAGEMENT ADVISOR
BEN PATENAUDE
BMgt, WEALTH MANAGEMENT ASSOCIATE
JANICE BISSONNETTE
ENGAGEMENT COORDINATOR
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. Complete our follow up request form below and a member of our Wealth Team will get in touch with you.
WEALTH MANAGEMENT RESOURCES
Financial Planning Under 50: Why Starting Early Changes Everything
Your 20s, 30s, and 40s are the most powerful decades for financial planning – starting early changes everything. Learn how decisions made during these years shape not only your long term wealth, but also your flexibility, security, and peace of mind today.
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.