Building and preserving wealth at every life stage
Today’s financial landscape can feel complex, especially for professionals approaching retirement who are navigating pensions, real estate assets, inheritances, and evolving priorities. At Glodek Wealth Management we provide the clarity and strategic guidance needed to help you make the most of your wealth today while preparing confidently for the opportunities and uncertainties ahead.
Our approach begins with a deep understanding of your current financial picture and the lifestyle you envision for the next chapter. Whether you’re evaluating your retirement readiness, planning a transition of wealth to family, or coordinating your estate, we offer access to comprehensive investment, tax, insurance, and planning solutions—each tailored to your unique goals and long-term aspirations.
Total Wealth Solutions
Through our Total Wealth Solutions approach, we collaborate with you to help you reach your financial goals at every stage of life. Whether you’re planning for retirement, growing a business, or transferring wealth to the next generation, we create a cohesive strategy that provides the best solutions to fit your individual needs. Empower your wealth journey with personalized advice from our dedicated team of specialists that help incorporate:
- Financial Planning
- Investment Management
- Insurance Solutions
- Tax Solutions
- Estate and Trust Services
- Charitable Giving Strategies
Meet Your Advisory Team
Our team collaborates with a multidisciplinary team of Raymond James Ltd. specialists, to apply decades of cumulative industry knowledge and experience to analyze, research and strategize on your behalf.
Bartosz works primarily with government professionals who are preparing for retirement or transitioning into the next stage of life. Many Canadians contribute to workplace pension plans, build real estate equity, and save diligently, yet still lack a clear understanding of what their retirement will realistically look like. Bartosz specializes in bringing clarity to that picture by helping clients understand their current financial position, define their goals, and build a personalized strategy that supports their long-term needs.
He believes in a disciplined, long-term investment approach grounded in each client’s risk tolerance, time horizon, and financial objectives. His focus is on developing plans that evolve over time and provide clients with confidence and direction as life changes.
Bartosz holds a master’s degree in international economics and has earned both the Certified Financial Planner® (CFP®) and Chartered Investment Manager® (CIM®) designations. With nearly a decade of experience in financial services, he is dedicated to delivering thoughtful guidance and a high standard of client care.
Outside the office, Bartosz enjoys spending time with friends and family, running track, watching FC Barcelona matches, traveling, and staying engaged in the international community.
Marla Mae Abusmas is an Investment Representative who brings a global perspective and a disciplined, detail-oriented approach to supporting clients and advisors. With an academic foundation that includes a bachelor’s degree earned abroad and a Diploma in Business Administration from the University of Victoria, she combines international experience with strong operational expertise. Licensed to execute trades, Marla plays a key role in ensuring accuracy, efficiency, and a high standard of client service in every interaction.
Working closely alongside the advisory team, Marla is committed to helping maintain seamless day-to-day operations and supporting the implementation of client strategies. Her professionalism, reliability, and attention to detail contribute to an organized and responsive client experience.
Having lived in Spain for two years and Japan for four years before settling in Canada, Marla brings a culturally aware and adaptable mindset to her work. She is fluent in Tagalog, English, and Japanese, which allows her to connect with clients from diverse backgrounds with ease and clarity. Outside of the office, Marla has a passion for travel and has visited 17 countries to date. She also enjoys singing, swimming, and is currently learning tennis, reflecting her curiosity and commitment to continuous growth both personally and professionally.
Learn more about us
Raymond James Ltd.
