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Echoes Series on Legacy Planning

Echoes Series on Legacy Planning

INFOCUS PODCAST ECHOES SERIES ON LEGACY PLANNING A nine-episode series released in three parts.In the first three episodes of the Echoes Series on Legacy Planning, TriCert Financial Group President and CEO Mike Gassewitz, along with Gord Hardie, CFP®, CIM, VP of...

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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...

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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...

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First Home Savings Account (FHSA)

First Home Savings Account (FHSA)

WEALTH MANAGEMENT RESOURCE FIRST HOME SAVINGS ACCOUNT (FHSA)Program DetailsA 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 investment...

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Psychology of Selling Your Business

Psychology of Selling Your Business

WEALTH MANAGEMENT RESOURCE PSYCHOLOGY OF SELLING YOUR BUSINESSWhether 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 need to...

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Staying Calm When Markets are Volatile

Staying Calm When Markets are Volatile

WEALTH MANAGEMENT RESOURCE STAYING CALM WHEN MARKETS ARE VOLATILEWhy avoiding short-term performance figures can be a sound strategyIn 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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How to Financially Prepare for Divorce

How to Financially Prepare for Divorce

WEALTH MANAGEMENT RESOURCE How to Financially Prepare for DivorceHow Jane financially prepared for divorceJane is divorced. Going through divorce was a difficult time, not just for her but for her entire family. The emotions were draining, but the financial strain...

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What is a Trusted Contact Person?

What is a Trusted Contact Person?

WEALTH MANAGEMENT RESOURCE WHAT IS A TRUSTED CONTACT PERSON?A Trusted Contact Person (TCP) is someone you choose who can help us protect your financial well-being.What is the Role of a Trusted Contact Person? A TCP is a resource that may help protect you in possible...

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Charitable Gifting

Charitable Gifting

WEALTH MANAGEMENT RESOURCE Charitable GiftingWhile many of us may not have the cash resources for charitable gifting, we may have investment assets that could be used instead of an outright cash gift. The following provides some helpful information if you are...

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AgriBusiness Resources

Ag Outlook 2024

Ag Outlook 2024

NEWSEvent Details Ag Outlook event takes place every year, and for the current year, it occurred on January 24th, 2024, with options for both in-person and virtual participation. If you're interested in obtaining a recording of the event, please get in touch with...

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AgriStability New Client Packages

AgriStability New Client Packages

agribusiness newsAgriStability New Participant Packages   Rick Redekop with Stark & Marsh outlines what you need to know for completing the New Participant Package for AgriStability.Questions about the AgriStability? Submit your questions directly to Rick and...

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