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.
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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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