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Candace has been actively involved in financial planning since 2014. She holds a Financial Planning diploma from the Canadian Institute of Financial Planning, is a Registered Retirement Consultant (RRC®), and earned her Certified Financial Planner (CFP®) designation through FP Canada.

At Stark & Marsh, Candace collaborates with clients to develop comprehensive financial plans that address financial, insurance, retirement, and estate planning needs. She works closely with the firm’s accounting and tax advisors to ensure that all aspects of a client’s financial picture, including tax implications, are fully considered.

Through a referral agreement with Stark & Marsh Wealth Management, Candace connects clients interested in investments to TriCert Investment Counsel Inc. This partnership provides clients with direct access to a team of portfolio managers who tailor investment strategies to their specific needs. By integrating the expertise of accountants, financial planners, and investment advisors, Candace ensures clients receive a holistic and customized approach to their financial planning.

Candace relocated to Saskatchewan in 1992 to grain farm and continues to assist her son with the financial operations of the family business. In addition, she and her husband Ivan own and operate MicroAge in Swift Current, a business they purchased in 2010. As a fellow business owner, Candace understands the challenges and regulatory requirements business owners face.

An active member of the community, Candace served on the board of Special Olympics (2021–2023) and was the Chairperson for the Swift Current Chamber of Commerce in 2016.

Seasoned financial professional working for a multinational
corporation. I have more than 30 years of experience in senior management
positions overseeing financial planning, budgeting, reporting, taxation, evaluating
capital investment proposals, managing financial systems integration and
project management.

I have taken the CFP course, have life license . Im an insurance specialist supporting advisors in the high net worth market using life insurance strategies for their business and personal clients. 

Greg is President of Cornwall Financial Partners in Oakville.

We bring together a team of highly qualified advisors and planners in the areas of Wealth Management, Financial and Retirement Planning, Tax and Estate Planning, Employee Benefits and Group Pension.

Our roots go back to 1957 and we are proud to have grandchildren of original clients as clients.

Our Legacy Program is suited for individuals who have established their wealth and they are looking for tax efficient strategies, stewardship and guidance for their financial management as well as estate transition.

As well as being a full service real estate professional, I am a Lifestyle 55+ Master and Senior Real Estate Specialist® (SRES®). These are advanced designations that promote a higher standard in working with seniors and their families, signifying an individual with longevity in the real estate profession, commitment to professional development and strong business ethics.  Utilizing my network of exceptional specialists, I work with Seniors’ and their families through every stage of later-in-life real estate transactions, helping them navigate the maze of financial, legal and emotional issues that accompany the sale of a home and relocation to the home of their future or with estate trustees for the disposition of real estate. The key to my success is patience and understanding plus knowing what questions to ask and what to consider so that my clients can make the best possible decision and plans.

Since 1956, Gordon’s has worked closely with professionals like you to solve the daunting challenge of downsizing and estate settlement for mutual clients. 

Our role is to streamline the estate settlement and downsizing process for professionals and their clients as it relates to the real estate and personal property (to whatever degree our clients wish). Gordon’s replaces the need for the client and supporting professionals to source and manage a: property manager, realtor, appraiser, personal property seller, mover, shipper, and other contractors likely to be involved in the process to maintain, repair, and/or clean up the property. 

In addition, Gordon’s interim funds all the expenses related to the activities under our care, until the client has the proceeds from the real estate sale, thereby alleviating cashflow requirements.

The market real estate commission covers the project planning and management in addition to the real estate sale.  Other direct costs are charged with no markup.

We get paid when the client gets paid.  

Maxine practices in the areas of estates & wills, real estate and business law. She is licensed to practice in Ontario and Jamaica.

She
provides counsel on elder law; drafting of Wills, Trusts, and Powers of Attorney for Property and Personal
Care. A key component of this is the ability to advise on various strategies to
help clients distribute their estate and achieve their planning objectives while
avoiding some common pitfalls. Maxine’s clients include
executors, attorneys for property and personal care, who need help and guidance
on their duties and obligations; seniors who wish to put measures in place to protect them and their assets; beneficiaries who are not satisfied with how an
executor is administering an estate or who are unable to find a Will and need
to know what options they have; persons who wish to enter into estate planning
strategies; the terminally ill who wish to place their estate planning
objectives in place.

Financial advisor.  Interested in learning more about estate planning.

An Independent Financial Adviser since 1995 with my CLU, QAFP, EPC and a member of MDRT for the last 20 years. Working with Businesses, Professionals and Families developing their Financial Plans and using insurance and investments as part of the solutions. Using a Whole Person Holistic Approach with each person to meet their unique goals.