Episode 1: Setting The Stage

Mike introduces the concept of legacy planning, emphasizing its importance in leaving a lasting impact beyond financial assets. Gord and Oliver contribute insights into legacy’s multifaceted nature, stressing its role in ensuring financial security and preserving familial harmony. They highlight the importance of comprehensive financial planning and the indispensable guidance of financial advisors in navigating this complex process.

Recorded on March 15th, 2024

Episode 2: Assessing Your Estate

This episode delves into the critical task of assessing one’s estate. Mike and Gord clarify the concept of an estate, stressing the necessity of valuation and the involvement of professionals like financial planners, accountants, and lawyers. They underscore the importance of regular estate assessments to facilitate ease of settlement, debt management, and fulfilling beneficiaries’ needs.

Recorded on March 26th, 2024

Episode 3: Crafting your Legacy Blueprint

Mike and Gord explore the intricate considerations and goals of crafting a comprehensive legacy blueprint. They discuss the importance of aligning parental visions and understanding individual needs, particularly regarding the distribution of assets among children. Gord emphasizes the need for professional guidance in navigating taxation, inheritance, and business succession, underscoring the complexity of legacy planning.

Recorded on March 27th, 2024

Episode 4: Unraveling Tax Complexities

Episode four of our Echoes Series delves into the complexities of legacy planning and taxation. Hosted by Mike Gassewitz of TriCert Financial Group, guests Dylan Domanico and Oliver Lee discuss strategies to manage tax burdens and the collaborative approach involving CPAs and financial professionals. This episode provides essential insights for anyone looking to secure their financial future and plan effectively.

Recorded on May 15th, 2024

Episode 5: Philanthropy & Generosity

In this episode of our Echoes Series on Legacy Planning, hosted by Mike Gassewitz of TriCert Financial Group, experts Dylan Domanico and Oliver Lee discuss enhancing philanthropic impact and gaining tax advantages through strategic charitable giving. They cover methods like cash gifts, in-kind donations, and life insurance to optimize donations. This episode offers insights into integrating charitable giving into your legacy planning effectively.

Recorded on May 16th, 2024

Episode 6: Balancing Inheritance

This episode of Echoes, hosted by Mike Gassewitz of TriCert Financial Group, discusses legacy planning complexities, including asset distribution and rising values. Experts Oliver Lee and Gord Hardie explore strategies for fair, risk-adjusted allocations and stress the importance of early, collaborative planning with professionals like CPAs and financial planners, to secure a harmonious and tax-efficient legacy.

Recorded on June 18th, 2024

Episode 7: Business Continuity Strategies

Mike Gassewitz and Connor Gates discuss the importance of early business succession planning. They outline strategic preparations for a significant upcoming wealth transfer and highlight the roles that key family members and professionals play in ensuring a smooth transition.

Recorded on June 7th, 2024

Episode 8: Ensuring Your Legacy Lives On

Mike Gassewitz, Brad Giroux, and Gord Hardie explore effective legacy documentation and communication, introducing EstateKeeper to help manage estate documents and prevent family conflicts.

Recorded on June 24th, 2024

Episode 9: Receiving the Torch

This episode addresses the responsibilities of inheritance recipients, offering guidance on managing wealth, clearing debts, and making charitable contributions. It underscores the importance of careful planning and consulting with financial advisers to navigate potential tax implications.

Recorded on June 25th, 2024

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.