Deep Enrich
Candace Gelleta
Small Business Owner
379 followers
Swift Current, Saskatchewan, Canada
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About me
Senior Wealth Advisor
Education
Business Career College
2015 - 2019CFP Finance and Financial Management ServicesCIFP
2015 - 2019Certified Financial Planning Diploma Financial Planning and ServicesCanadian Institute of Financial Planning CIFP
2015 - 2018RCC - Registered Retirement Consultant Financial Planning and ServicesUniversity of Athabasca
2004 - 2006Accounting
Lethbridge College
1989 - 1991ADCJ Criminal Justice and Corrections
Great Falls College Montana State University
1990 - 1993Associate of Science (A.S.) Criminology
Experience
Grain Farmer
Mar 1993 - Mar 2006Small Business Owner
RBC
Sept 1998 - Apr 2004Customer Service
Stark & Marsh CPA LLP
Oct 2004 - Mar 2009Accounting TechnicianSpecialized in Agriculture - CAIS, AgriStability and Tax Preparation
MicroAge Swift Current
Dec 2010 - nowManaging OwnerMicroAge provides single-source access for all of your businesses’ IT product, services, and solution requirements and ensures that the latest technology is leveraged to drive your business.
IG Wealth Management
Oct 2014 - Apr 2022Associate ConsultantInvestors Group Financial Services Inc.
Freelance
Apr 2022 - nowSenior Wealth Advisor
Licenses & Certifications
- View certificate
Registered Retirement Consultant
CIFPApr 2018
Life/Accident and Sickness Insurance
Insurance Councils of SaskatchewanFeb 2015MFDA Mutual Funds licensed
MFDAOct 2014
ACA
Farm Credit Canada / Financement agricole Canada- View certificate
QAFP™ Qualified Associate Financial Planner
FP CanadaJun 2019 - View certificate
Certified Financial Planner (CFP) designated
FP CanadaNov 2019
Volunteer Experience
Chairperson
Issued by Swift Current & District Chamber of Commerce on Apr 2014Associated with Candace Gelleta
Languages
- enEnglish
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