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Tariff Turmoil: Dealing with Uncertainty

Tax Plan vs Financial Plan

INFOCUS PODCAST  TAX PLAN vs FINANCIAL PLAN Recorded on April 4, 2024 In this episode of InFocus, Mike Gassewitz, CEO of TriCert Financial Group, and Gord Hardie, VP of Financial Planning at TriCert Private Wealth, discuss the distinction between a tax plan and a...
Echoes Series on Legacy Planning

Echoes Series on Legacy Planning

INFOCUS PODCAST  ECHOES SERIES ON LEGACY PLANNING The Echoes Series on Legacy Planning, hosted by Mike Gassewitz of TriCert Financial Group, delves into the essential aspects of creating a robust financial legacy. The series begins with foundational discussions on the...
Tariff Turmoil: Dealing with Uncertainty

Do I really need a financial plan?

INFOCUS PODCAST  DO I REALLY NEED A FINANCIAL PLAN? Recorded on March 5, 2024 In this episode of InFocus, Mike Gassewitz, CEO at TriCert Financial Group, welcomes Gord Hardie, CFP®, CIM, VP of Financial Planning at TriCert Private Wealth, to discuss the importance of...
Disability Insurance

Disability Insurance

WEALTH MANAGEMENT RESOURCE DISABILITY INSURANCE Who benefits the most from Disability Insurance? Are you a self-employed individual or a contractor? You may be aware that as such, you are not contributing towards the Workers Compensation Board (WCB) or Employment...
First Home Savings Account (FHSA)

First Home Savings Account (FHSA)

WEALTH MANAGEMENT RESOURCE FIRST HOME SAVINGS ACCOUNT (FHSA)  Program Details A First Home Savings Account (FHSA) is a registered plan that can help you save for your first home tax-free. No minimum balance is required to open an account, and a full range of...
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