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Welcome to Stark & Marsh Wealth Management Services

WEALTH MANAGEMENT TEAM

Candace Gelleta, CFP®, RRC®

Candace Gelleta, CFP®, RRC®

WEALTH MANAGEMENT ADVISOR

Janice Bissonnette

Janice Bissonnette

ENGAGEMENT COORDINATOR

Stark & Marsh 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.

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

Insurance planning is a critical component of a comprehensive financial plan as it protects your loved ones and your assets against any unforeseen events. Ensuring your household is protected when life altering events occur, is a safety net worth considering.

Retirement Planning

Are you looking forward to retirement? Who isn’t! Let us help you make your retirement goals reality. Our Wealth Management team works closely with clients to develop a retirement plan that works with your budget today so that your dreams will become reality.

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.

Independent Accountants’ Investment Counsel Inc. (IAIC) 

Through a referral arrangement with Independent Accountants’ Investment Counsel Inc. (IAIC), Stark & Marsh CPA LLP and Stark & Marsh Wealth Management offer you direct access to a team of Advising Representatives who will tailor an investment management strategy that is specific to your unique circumstances.

IAIC benefits from the longstanding relationship and familiarity your Accountant has with your personal and financial situation. This allows our integrated team of Stark & Marsh CPA LLP and Stark & Marsh Wealth Management, along with IAIC’s Investment Management team, to provide a comprehensive and customized wealth management service.

Visit the IAIC website at www.iaic.ca for more information.

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. 

RESP Withdrawal

RESP Withdrawal

WEALTH MANAGEMENT RESOURCERESP WithdrawalSo, you’ve saved for your child’s education within a Registered Education Savings Plan (RESP), hoping that they will pursue post-secondary education one day. Congratulations! They are enrolled! For all these years, your...

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Special Needs Planning

Special Needs Planning

WEALTH MANAGEMENT RESOURCESpecial Needs PlanningRecall your last vacation? How much time did you spend planning where you were going, how were you going to get there, and what activities you would enjoy once you arrived? Sadly, most people spend more time vacation...

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RDSP – What you need to know

RDSP – What you need to know

WEALTH MANAGEMENT RESOURCERDSP - What you need to knowExecutive Summary A Registered Disability Savings Plan (RDSP) was designed to allow Canadians with disabilities and their families to save. Unfortunately, many disabled individuals have diminished earning...

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