Candace Gelleta
About Candace Gelleta
Candace Gelleta is an Associate Consultant at IG Wealth Management, specializing in guiding families and small businesses in wealth building and legacy maintenance. She holds multiple financial planning credentials and has a diverse background in customer service, accounting, and business ownership.
Work at IG Wealth Management
Candace Gelleta has been serving as an Associate Consultant at IG Wealth Management since 2014. In her role, she specializes in providing customized financial plans that cater to the specific needs of families and small businesses. She collaborates with a team of specialists at the regional office to equip clients with essential tools for achieving financial freedom. Her focus includes guiding clients in building and maintaining their wealth and legacies.
Education and Expertise
Candace Gelleta has a diverse educational background in finance and criminal justice. She studied at the Canadian Institute of Financial Planning (CIFP), where she earned a Certified Financial Planning Diploma and a Registered Retirement Consultant designation. She also holds an Associate of Science degree in Criminology from Great Falls College Montana State University and has studied Accounting at the University of Athabasca. Additionally, she completed a program in Finance and Financial Management Services at Business Career College.
Background
Candace Gelleta has a varied professional background that includes roles in customer service, accounting, and small business ownership. She worked at RBC as a Customer Service representative for six years and later served as an Accounting Technician at Stark & Marsh CPA LLP for five years. Prior to her financial career, she was a small business owner in the agricultural sector for 13 years. This diverse experience informs her approach to financial consulting.
Achievements
Throughout her career, Candace Gelleta has developed expertise in creating holistic financial plans tailored to the unique needs of her clients. She offers insights into global investment strategies and debt consolidation into mortgages. Her commitment to guiding families and small businesses in wealth management is evident in her long-standing role at IG Wealth Management and her extensive educational qualifications.