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.
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.
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.
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 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.
OTHER WEALTH MANAGEMENT SERVICE OFFERINGS
Asset Allocation | Business Succession Planning | Cash Flow Management | Charitable Giving
Corporate Risk Review | Critical Illness Coverage | Debt Management | Disability coverage
Education Planning | Estate Planning | Executive Compensation Planning | Financial Planning
Group Benefits | Health Spending Accounts | Individual Pension Plans | Insurance Planning
Insurance Review | Investment Management | Mortgage Insurance
Out of Country Health Insurance | Personal Risk Review | Philanthropic Strategies
Portfolio Analysis | Portfolio Review | Retirement Compensation Arrangements
Retirement planning | Risk Management | Socially Responsible Investing | Tax Planning
Trust Services | Wealth Management | Wealth Preservation
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.
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.
Let's make a plan
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