Welcome to Stark Private Wealth – an independent wealth management practice based in Edmonton, proudly serving clients across Sherwood Park, Stony Plain, Spruce Grove, and throughout Alberta.
We work with successful individuals, families, business owners and retirees who want more than a portfolio – they want clarity, confidence and a plan that brings their bigger picture to life.
Through thoughtful advice and personalized wealth strategies, we bring investments, tax planning, retirement income, estate planning and business succession together – so every decision works toward what matters most to you.
This website gives you a closer look at who we are, what we do, and how we help our clients build, protect and enjoy the wealth they’ve worked hard to create – today and for generations to come.
Independent advice. Comprehensive planning. A relationship built around your life – not a collection of accounts.
Before we talk about your wealth, it helps to understand what we belive about it.
I believe good wealth management starts with listening, asking better questions, and being willing to look at things differently.
I’ve been working in wealth management since 2007, helping families navigate investments, retirement, tax, estate and the many financial decisions that come with building and preserving wealth.
Over the years, I became convinced that the best advice doesn’t come from a product or a predetermined formula. It comes from understanding the person, the family, the business and the goals behind the numbers.
That’s why I built Stark Private Wealth around a simple idea: **take the time to understand what you’ve built, be honest about what you see, and help you make thoughtful decisions about what comes next.**
I genuinely enjoy markets, solving complicated problems and working with people who have spent years building something—and want to make sure it works as hard for them as they worked for it.
**That’s the kind of relationship I want to build with every client.**
Beverley brings decades of experience in financial services and wealth management to Stark Private Wealth. A former financial advisor and CFP professional, she built her own practice around the same principles that remain important to us today: knowing your clients, understanding their financial lives, managing risk thoughtfully and helping them build and preserve wealth through sound financial planning and disciplined investment management. Her dedication to her clients and their long-term financial success has been a defining part of her career.
Today, Beverley works with Stark Private Wealth on a part-time basis, bringing her experience and knowledge to the day-to-day operation of the practice. She assists with client transactions, KYC updates, account and document administration, new applications, file organization and the many details required to keep client plans moving smoothly. Having previously worked directly with many of the clients we now serve, she also provides valuable continuity and a familiar point of contact. She knows that the little things matter—and that good wealth management is often just as much about getting the details right as it is about getting the strategy right.
Wealth management built around the whole picture.
Stark Private Wealth provides independent wealth management for families who want more than investment management.**
We look beyond the portfolio to understand the decisions, responsibilities and goals that shape your financial life—from building and protecting wealth to creating income, managing tax, preparing for retirement and ultimately passing wealth on.
Our role is to bring those pieces together, identify what matters most, and help you make informed decisions with a clear understanding of the trade-offs.
**Because wealth is not the goal. It’s what your wealth allows you to do.**
A WORD FROM JOSH
I learned early that life can change in an instant.
When I was twelve years old, my father was struck and killed by lightning.
There are moments in life that divide everything into before and after. That was one of mine.
What followed was difficult. There were years of uncertainty, upheaval and experiences that forced me to grow up earlier than I should have.
I don’t share that for sympathy. I share it because it changed the way I see the world.
You don’t get to choose everything that happens in life. But you can choose to be prepared.
That belief has stayed with me.
Behind every portfolio is a family. A retirement someone has spent decades working toward. Children they want to help. A business they’ve built. A home. A legacy. And sometimes, a future that depends on decisions being made correctly today.
I’ve experienced what it feels like when life changes without warning. It has given me a different perspective on what financial planning is supposed to accomplish.
It’s not simply about making money. It’s about creating options.
The ability to protect the people you love. To make decisions without fear. To retire with confidence. To know that the wealth you’ve spent a lifetime building can actually do what you intended it to do.
When someone trusts me with their family’s wealth, I don’t see a portfolio.
I see everything that portfolio represents.
Years of work. Sacrifices. Opportunities. People they love. And a future they may never get a second chance to build.
That responsibility means something to me.
A process built around better decisions.
Good advice starts with understanding the full picture.
We begin by getting to know you—your family, your business, what you’ve built and what you want your wealth to accomplish. From there, we gather the information needed to understand where you are today and where the gaps, opportunities and risks may be.
We use financial modelling and scenario analysis to test different possibilities and help you understand the decisions in front of you—not just what to do, but **why it matters.**
From there, we build a clear strategy, help put it into action and coordinate with your other professional advisors when appropriate.
And the work doesn’t stop there.
Life changes. Markets change. Your plan should change with them.
We continue to monitor your investments, revisit your plan and act as a sounding board when important financial decisions arise.
The goal isn’t to predict what happens next.
It’s to make sure you’re prepared when it does.
You won’t be handed off to a department.
Wealth management is personal. So is the relationship.
At Stark Private Wealth, you work directly with the people responsible for your plan and your investments.
We intentionally keep the practice focused. That means fewer layers, fewer handoffs and a relationship built around actually knowing you—not managing you through a system.
And we believe good financial planning should fit into your life.
That might mean a meeting at the office. It might mean sitting around your kitchen table. Wherever the conversation happens, the focus stays the same:
You. Your family. Your goals. Your future.
Before we talk about portfolios, investments or financial plans, we get to know each other.
We want to understand where you are, what you’ve built, where you want to go and what matters most to you. Just as importantly, we want you to understand how we work and decide whether we’re the right fit for one another.
No pressure. No obligation. Just a straightforward conversation.
If there’s a reason to work together, we’ll figure out what that looks like from there.
Our clients tend to have something in common: they’ve spent years building successful businesses, careers, farms, investments and families, and they’ve reached a point where their financial world has become too important – and often too complex – to leave disconnected.
They’re not simply looking for someone to manage a portfolio.
Whether you’re approaching retirement, building a business, managing a growing family fortune, or planning the future of a farming/business operation, we bring the bigger picture into focus.
The people we serve have different stories. But they share a desire for something remarkably simple: confidence in what they’ve built, clarity about what’s next, and a plan designed around the life and legacy they want to create.
Retirement isn’t simply about having enough money saved. It’s about deciding how to turn that wealth into income while making it last.
When you retire, decisions around government benefits, pensions, investment withdrawals, taxes, account types, inflation, market volatility and spending can all affect how much income you actually keep—and how long your wealth lasts.
We help clients build a retirement income strategy that considers the moving pieces together: how much to withdraw, which accounts to draw from, how investments should be positioned, how to manage taxes and how to prepare for the unexpected.
Because retirement isn’t the time to guess whether your plan will work.
It’s the time to know what your money is there to do.
Building Wealth Beyond The Business.
Your business may be your greatest asset – but your financial future shouldn’t depend on it.
Your business is more than an investment. It’s the result of years of work, risk and decisions — and for many owners, it’s one of their most valuable assets.
Your wealth is often closely connected to the business you’ve spent years building, which can make personal financial planning considerably different from simply managing an investment portfolio.
We work with business owners to bring those pieces together — building wealth while the business is growing, and planning what happens when it’s time to step away.
That can include investment management, retirement planning, tax and estate considerations, insurance, succession planning and preparing for the eventual sale or transfer of the business.
Because the business may be your greatest asset, your retirement and wealth plan should be built around it — not separate from it.
The goal is simple: make the transition from business owner to financially independent retiree a confident one.
You Built Wealth. Make It Matter.
You’ve spent decades building it. Now it’s time to make it work for you.
For families with significant wealth, the decisions become more complex. Investments, retirement income, taxes, businesses, real estate and estate planning can all have an impact on what your wealth ultimately allows you to do.
We help bring those pieces together so your wealth can support the life you want today, the people you care about, and the legacy you leave behind.
Because the purpose of wealth isn’t simply to have more of it.
It’s to give you the freedom to use it well.
You’ve spent decades building your wealth. Now the goal is to make sure it works just as hard for you, your family, and the life you want to live.
For many farm families, wealth is measured in more than dollars.
It’s in the land worked for generations. The equipment that keeps the operation moving. The corporation built through years of long days and difficult decisions. The investments accumulated along the way. And the hope that what you’ve worked so hard to build can become something meaningful for the next generation.
That makes farming wealth different.
A successful agricultural family may have significant wealth, but much of it can be tied up in land, corporations, equipment and other assets that aren’t easily converted into retirement income. Add tax considerations, debt, multiple family members and succession decisions, and the path forward can become complicated quickly.
We help farm families and agricultural corporations step back from the day-to-day and look at the whole picture.
That means bringing retirement planning, investment management, tax planning, estate planning, insurance, corporate wealth and farm succession into one coordinated strategy.
Because eventually, every farming family faces an important question:
What happens to everything you’ve built when it’s time to step away?
We help you prepare for that transition—whether the goal is keeping the farm in the family, transferring ownership to the next generation, creating financial security outside the farm, or finding the right balance between preserving the legacy and allowing each generation to build its own future.
The goal isn’t simply to preserve wealth.
It’s to preserve opportunity, family relationships, financial independence and the legacy behind the land.
Because the greatest return on a lifetime of hard work may be knowing that what you built can continue to matter for generations to come.
What does your advisory team look like?
The best advice doesn’t always come from one person.
Your accountant understands your taxes.
Your lawyer understands your legal structure.
Your investment advisor understands your portfolio.
Other professionals may understand your business, insurance or corporate interests.
The challenge is that important decisions rarely stay inside one lane.
We help bring those conversations together when appropriate, so decisions around investments, tax, retirement, business and estate planning are considered in the context of one another.
The goal isn’t more professionals.
It’s fewer gaps between them.
These questions are more common than you might think.
You may have a financial plan already. You may have an investment advisor, an accountant, a lawyer – or all three. But if you’re still wondering whether everything is working together the way it should, it’s worth having a conversation.