by Ashley Lafontaine | Apr 8, 2025 | InFocus Podcast Series
Staying Grounded Through Market Storms Recorded on April 8th, 2025 In this special episode of InFocus, Mike Gassewitz, CEO of TriCert Financial Group, discusses the recent market turmoil triggered by political and economic events, notably President Trump’s...
by Ashley Lafontaine | Apr 7, 2025 | Wealth Management
WEALTH MANAGEMENT RESOURCE Passing Down the Family Cottage: Keeping the Memories Alive For many families, the cottage is more than just a property—it’s the backdrop to cherished summer traditions. It’s where kids learn to swim, where late-night conversations unfold...
by Ashley Lafontaine | Apr 7, 2025 | Wealth Management
WEALTH MANAGEMENT RESOURCE A Guide to Registered Education Savings Plans (RESPs) for Parents and Grandparents Investing in your child or grandchild’s future is one of the most meaningful gifts you can give. A Registered Education Savings Plan (RESP) is a...
by Ashley Lafontaine | Apr 7, 2025 | Wealth Management
WEALTH MANAGEMENT RESOURCE Reverse Mortgage You may have seen commercials promoting reverse mortgages as an easy way to access the equity in your home without selling or moving. While they can provide financial relief for some retirees, they come with significant...
by Ashley Lafontaine | Apr 1, 2025 | InFocus Podcast Series
Dividends, Growth & Stability: Consumer Staples and Healthcare in Focus Recorded on April 1st, 2025 In this episode of InFocus, Mike Gassewitz, CEO of TriCert Financial Group, welcomes Brian Durno, CFP®, CFA®, Chief Investment Officer and Portfolio Manager at...
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