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 financial planning for individuals of all ages.
They emphasize that financial planning is not just for the wealthy but is essential for everyone, regardless of their financial situation. Drawing parallels to medical care, they explain how a financial plan serves as a personalized roadmap for achieving financial goals and ensuring future security.
The discussion underscores the importance of financial education, proactive planning, and efficient wealth management at every stage of life. Mike and Gord underline the need for clients to regularly review and update their financial plans with their financial advisor to adapt to changing circumstances and goals and ensure long-term financial well-being.
For more Insights from TriCert, visit TriCert.ca/Insights.
Portfolio and Investment Fund Manager
Through a referral arrangement, Stark & Marsh Wealth Management Services offers you direct access to TriCert Investment Counsel’s portfolio management services. Seamlessly working with your Stark & Marsh CPA LLP Accountant and your Stark & Marsh Wealth Management Services Financial Planner, your TriCert Investment Counsel’s Portfolio Manager takes a quality sector-based (QSect) approach to tailor an investment management strategy that is specific to your unique circumstances designed to meet your goals and provide peace of mind through volatile markets.
TriCert Investment Counsel is registered as a Portfolio Manager with the Ontario Securities Commission (OSC) in Ontario, its principal regulator, and with each relevant securities administrator in all other jurisdictions across Canada. TriCert Investment Counsel is registered as an Investment Fund Manager in Ontario. Today, TriCert Investment Counsel proudly manages over $4 billion in assets on behalf of thousands of clients.
To learn more, visit TriCert.ca.
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