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.
For more Insights from TriCert, visit TriCert.ca/Insights.
Financial Plan vs Estate Plan vs Transition Plan – Key Differences
WEALTH MANAGEMENT RESOURCEUnderstanding the Differences: Financial Plan vs Estate Plan vs Transition Plan When comparing a Financial Plan vs estate Plan vs Transition Plan, it's important to understand how each serves different goals in your life planning. Financial...
Business Workshop
NEWSSmall to Medium Sized Business Workshop Join Stark & Marsh and Stringam Law for a Swift Current Chamber of Commerce Luncheon Business Workshop Whether you’re planning to pass your business to a family member, sell to a key employee, or negotiate with an...
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 some land, preparing for retirement, or estate planning, a...