by Ashley Lafontaine | Feb 10, 2025 | Wealth Management
INFOCUS PODCAST TARIFF TURMOIL: DEALING WITH UNCERTAINTY Recorded on February 4th, 2025 In this episode of InFocus, Mike Gassewitz, CEO of TriCert Financial Group, and TriCert Investment Counsel Chief Investment Officer Brian Durno, CFP®, CFA®, discuss the recent...
by Ashley Lafontaine | Dec 11, 2024 | Wealth Management
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...
by Ashley Lafontaine | Apr 29, 2024 | Wealth Management
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...
by Ashley Lafontaine | Apr 8, 2024 | Wealth Management
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...
by StarkMarsh | Jul 28, 2023 | Wealth Management
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...
by StarkMarsh | May 31, 2023 | Wealth Management
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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