TRICERT FINANCIAL GROUP
Family Enterprise Blueprint
Recorded on November 18th, 2025
In this InFocus webcast, TriCert Financial Group CEO Mike Gassewitz speaks with Scot Bolton, CFP, CLU, CIM, FEA, Certified Financial Planner and Family Enterprise Advisor at Good Redden Klosler Wealth Management, about the challenges and opportunities that come with owning a family business.
Together, they discuss how to balance family dynamics, ownership structures, and business decisions, and how thoughtful planning can preserve both harmony and prosperity for future generations.
Whether your family business is in its first or fourth generation, this conversation offers practical insights to help you plan with clarity and confidence.
This video is provided by YouTube. It is blocked until you accept functional cookies.
For more Insights from TriCert, visit TriCert.ca/Insights.
Intergenerational Wealth Transfer
WEALTH MANAGEMENT RESOURCEIntergenerational Wealth Transfer Planning the Transfer of Family Wealth with Confidence and Clarity Intergenerational wealth transfer is about more than passing assets from one generation to the next. It’s about protecting...
CRA My Business Account for Municipalities, Public Sector & Non-Profit Organizations
NEWSCRA My Business Account for Municipalities, Public Sector & Non-Profit Organizations Canada Revenue Agency (CRA) now delivers most correspondence for organizations electronically through CRA My Business Account. For municipalities, public sector entities, and...
Selling Farmland and The Importance of Pre-Planning
NEWS Selling Farmland and The Importance of Pre-Planning When farmland changes hands, it is often one of the most significant financial transactions a family will make. Whether you’re considering selling land, preparing for retirement, or estate planning, planning in...