Find a CEA

I love financial planning, and believe everyone should do it. The best thing you can do for those you leave behind is to plan ahead and stay organized.

• Investment licensed since 2004
• CERTIFIED FINANCIAL PLANNER®
  
• 20 year career at one of Canada's largest banks, as a Financial Advisor and Financial Planner.

Rob Gawthrop - President, CFP, CLU, CEA 

Rob is a certified financial planner, CEAN.ca chapter member, and the co-author of “Paycheques & Playcheques: Retirement Income Solutions for Canadians.” As the founder of Tune Financial and with over 35 years of experience in finance, Rob is dedicated to helping his clients answer their most important financial questions. As a believer in lifelong learning, he speaks to groups and individuals about how to accomplish their financial dreams. Rob is a qualifying & life member of the Million Dollar Round Table, and a professional musician, (he's currently in a David Bowie tribute band) a husband of 39 years and the father of four grown daughters. 

CPA Firm with focus on Canadian Taxation Compliance.

A civil litigator and expert in dispute resolution, Harold advises clients on business disputes and financial issues, including allegations of breaches of contracts, negligence and other financial matters.

Harold has a unique perspective, in that he represents both advisors and their clients. On the one hand, he advises stockbrokers, mutual fund representatives, insurance agents and financial planners (and their respective corporate entities) on liability, compliance, regulatory, errors and omissions insurance and commercial issues. On the other hand, he sues stockbrokers, mutual fund representatives, insurance agents and financial planners to recoup client losses arising from advisor negligence or to recover life insurance, annuities and disability benefits when insurers fail to pay claims.

Harold is a well-known financial industry commentator, a continuing education provider for various insurers, investment and mutual fund dealers, and financial industry licensing organizations. He is a co-administrator of www.foradivsorsonly.com. He is a member of the Financial Planners Standards Council's committee reviewing FPSC's Standards and Ethics. He has been a consultant to the Advocis Best Practices Committee, is a member of the Best Practices Committee for Advocis's Ottawa Chapter and sits on the OSC Investor Advisory Panel.

Harold is also a member of Conference of Advanced Life Underwriting Associate Member and a member of the Financial Planning Standards Council. He is an elected council member of the Canadian Bar Association Ontario and the Regional Representative on the Ontario Bar Association's Class Action Section Executive Committee. He is a member numerous legal associations, including the County of Carleton Law Association.

Harold obtained his Bachelor of Arts from Queen's University, and his law degree from Dalhousie Law School. He was called to the Ontario Bar in 1993.

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.

Emmanuel George has been active in the Financial industry for over 20 years. His initial experience with an international bank laid the foundation and gave him the impetus to help people plan and take action to get their financial house in order.  For Emmanuel, the focus is NOT money.  It is the desire to see people live with integrity and dignity.  He has the designations Fraternal Insurance Counselor (FIC) and Associate Financial Advisor AFA. 

Emmanuel is a graduate of Emmanuel Bible College as well as University of Waterloo.

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 offer comprehensive planning, investment solutions and advice. I hold several designations like the CFP, CIM, and I am a Fellow of CSI. As a Portfolio Manager, I also offer portfolio construction and discretionary investment management based on clients’ goals, risk tolerance, investment timeline and income needs. 

Certified Professional Accountant Designation, Wills and Estate Executor Advisor