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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...
Do I really need a financial plan?

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...
Psychology of Selling Your Business

Psychology of Selling Your Business

WEALTH MANAGEMENT RESOURCE PSYCHOLOGY OF SELLING YOUR BUSINESS Whether you’re an established business proprietor, a generational business owner, or an entrepreneur, you’ve put your heart and soul into building your company. Still, there comes a time when you...
Staying Calm When Markets are Volatile

Staying Calm When Markets are Volatile

WEALTH MANAGEMENT RESOURCE STAYING CALM WHEN MARKETS ARE VOLATILE Why avoiding short-term performance figures can be a sound strategy In times of economic turbulence, it’s normal to feel apprehensive when you’re about to read your portfolio’s performance. And, of...
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