Members

Candace Gelleta

Swift Current
Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Candace Gelleta

Member Bio

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Specializations

Corporate Financial Planning
Corporate Insurance Planning
Corporate Tax Planning
Estate Planning
Executive Compensation
Financial Planning
Group Insurance Planning
Group Investment Planning
Insurance Planning
Portfolio Management
Retirement Income Planning
Succession Planning
Tax Filing
Tax Planning

Designation(s)

CFP (Canada)
RRC

Compensation Models

Fee Only - Flat Fee/Project Based

Professional Associations

Advocis
CIFPs

Education

Some Post Secondary

Assets Under Management

10,000,000-50,000,000

Practice Size

Over 50

Investment License

None

Provinces Licensed (Investment)

Saskatchewan
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