About Us

Stacey Bartel is the President and Senior Advisor of Corporate Wealth Management Canada (CWMC), where he leads a team dedicated to “Bridging the Gap Between Corporate Finance and Personal Wealth.”

With over 30 years of experience in tax, accounting and wealth management, Stacey has built a reputation for delivering integrated strategies that align the financial success of Canadian business owners and professionals with their long-term personal and family goals.

Stacey’s journey began with Oakbank Business Solutions (OBS) Tax Services, where since 1994 he has helped thousands of clients navigate complex tax, trust and estate issues. Recognizing that tax planning alone was not enough to meet client needs, he later expanded into OBS Financial Services, offering investment, insurance and wealth integration strategies. Together, these entities formed the foundation for CWMC — a premium division built to serve entrepreneurs and professionals who want comprehensive, tax-first wealth management.

He is a graduate of specialized training through the Knowledge Bureau of Canada and continuously enhances his expertise through advanced tax, investment and insurance education. This commitment ensures clients receive advice that is relevant, forward-thinking and fully coordinated across all areas of their financial lives.

Beyond technical expertise, Stacey is a strong believer in relationship-driven advising. He works closely with clients not only as their accountant or advisor but also as their financial quarterback, connecting tax planning, investment growth, insurance protection and succession strategies into one seamless plan.

When he’s not working with clients, Stacey is active in his community through sports and local business initiatives, always focusing on building long-term prosperity for both families and organizations.

With over 11 years of experience in personal and business taxation, Darcy brings a wealth of knowledge and practical insight to every client relationship. He began his career specializing in Personal (T1) Returns, Farming Tax Planning, and Small Business Tax Services, where he developed a strong foundation in helping individuals and entrepreneurs navigate complex tax situations with confidence.

Over the years, Darcy’s passion for growth and precision has guided him toward expanding his expertise into Corporate Tax Returns and Planning, an area in which he is now pursuing advanced specialization. His hands-on experience with both personal and business clients allows him to see the full financial picture — ensuring seamless coordination between bookkeeping, compliance, and strategic tax planning.

In addition to his tax expertise, Darcy also manages bookkeeping services for clients, helping maintain accurate financial records and providing reliable insight that supports informed decision-making year-round.

Maria Nunez is a highly detail-oriented accounting professional with extensive experience in bookkeeping and financial administration. In her role as Bookkeeper at OBS Financial Services, Maria is responsible for maintaining accurate financial records and ensuring efficiency and compliance across all accounting processes.

She holds a Post-Graduate Diploma in Applied Accounting from Red River College Polytechnic and a bachelor’s degree in accounting from the Universidad Nacional de México. Maria is dedicated to continuous professional development and to upholding the highest standards of accuracy, integrity, and service quality within the Canadian financial sector.

In addition to her professional expertise, Maria has contributed to community volunteer initiatives, demonstrating her commitment to social responsibility and ethical business practices.