60 episodes

Insightful and educational conversations from TriCert, TriCert Investment Counsel, TriCert Private Wealth, and TriCert Insurance Agency. Access timely communications on portfolio management, tax planning, financial planning, and insurance.


DISCLAIMER: This content has been prepared by TriCert Investment Counsel Inc. The information, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers. All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk. This content may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements. TriCert Investment Counsel Inc. does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside TriCert Investment Counsel Inc.’s control. Past performance is not a reliable indication of future performance.


© 2024 TriCert Financial Group Inc. All Rights Reserved.

InFocus Podcasts TriCert InFocus

    • Business

Insightful and educational conversations from TriCert, TriCert Investment Counsel, TriCert Private Wealth, and TriCert Insurance Agency. Access timely communications on portfolio management, tax planning, financial planning, and insurance.


DISCLAIMER: This content has been prepared by TriCert Investment Counsel Inc. The information, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers. All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk. This content may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements. TriCert Investment Counsel Inc. does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside TriCert Investment Counsel Inc.’s control. Past performance is not a reliable indication of future performance.


© 2024 TriCert Financial Group Inc. All Rights Reserved.

    Tax Plan vs Financial Plan

    Tax Plan vs Financial Plan

    In this episode of InFocus, Mike Gassewitz, CEO of TriCert Financial Group, and Gord Hardy, VP of Financial Planning at TriCert Private Wealth, discuss the distinction between a tax plan and a financial plan.
    Tax plans, managed by accountants, aim to minimize yearly income taxes. They can range from simple strategies for employees to complex plans for business owners. On the other hand, financial plans are comprehensive documents outlining how individuals can achieve their short- and long-term financial goals, considering income, spending, savings, and lifestyle choices.
    The conversation emphasizes the symbiotic relationship between a client's tax and financial plans. It stresses the need for collaboration between financial advisors, accountants, and portfolio managers to ensure alignment between tax efficiency and goal achievement.
    Recorded on March 5, 2024

    • 10 min
    Do I really need a financial plan?

    Do I really need a financial plan?

    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 financial planning for individuals of all ages.
    They emphasize that financial planning is not just for the wealthy but is essential for everyone, regardless of their financial situation. Drawing parallels to medical care, they explain how a financial plan serves as a personalized roadmap for achieving financial goals and ensuring future security.
    The discussion underscores the importance of financial education, proactive planning, and efficient wealth management at every stage of life. Mike and Gord underline the need for clients to regularly review and update their financial plans with their financial advisor to adapt to changing circumstances and goals and ensure long-term financial well-being.
    Recorded on March 5, 2024

    • 14 min
    Q4 2023 Podcast: Healthcare Update

    Q4 2023 Podcast: Healthcare Update

    In this episode of InFocus, Mike Gassewitz, President and CEO at TriCert Financial Group, is joined by TriCert Investment Counsel Portfolio Manager Brian Durno, CFP®, CFA®, to discuss the healthcare sector.
    Recorded on March 4, 2024
     
    DISCLAIMER: This content has been prepared by TriCert Investment Counsel Inc. The information, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers. All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk. This content may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements. TriCert Investment Counsel Inc. does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside TriCert Investment Counsel Inc.’s control. Past performance is not a reliable indication of future performance.

    • 14 min
    Trusts Matter: Navigating Changes in Tax Reporting

    Trusts Matter: Navigating Changes in Tax Reporting

    In this special episode of InFocus, Mike Gassewitz, CEO of TriCert Financial Group, delves into the complex world of trust reporting and the recent legislative changes. Joined by Connor Gates, CPA, CA, CFP®, a seasoned accountant and partner at one of TriCert's accounting partners, they explore the nuances of trust arrangements with a focus on tax reporting requirements for bare trusts used in common financial planning tactics.
    As they dissect the implications of the new CRA reporting requirements, Mike and Connor highlight the importance of understanding one's role in trust arrangements and the necessity of meticulous documentation. From identifying key players like settlors, beneficiaries, and trustees to grappling with penalties for non-compliance, the conversation underscores the critical role of proactive financial planning and accounting expertise.
    Listeners are encouraged to seek guidance from their financial advisor and accountant to navigate the evolving landscape of trust reporting, ensure compliance, and safeguard their financial interests. Listen to gain invaluable insights into trust structures and tax obligations in this informative and timely discussion.Recorded on March 15, 2024
     
    DISCLAIMER: This content has been prepared by TriCert Investment Counsel Inc. The information, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers. All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk. This content may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements. TriCert Investment Counsel Inc. does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside TriCert Investment Counsel Inc.’s control. Past performance is not a reliable indication of future performance.

    • 18 min
    Q4 2023 Podcast: Industrials and Technology Update

    Q4 2023 Podcast: Industrials and Technology Update

    In this episode of InFocus, Mike Gassewitz, President and CEO at TriCert Financial Group, is joined by TriCert Investment Counsel Portfolio Manager Dave Gill, CFA®, MBA, to discuss the industrials and technology sectors. 
    Recorded on February 28, 2024
     
    DISCLAIMER: This content has been prepared by TriCert Investment Counsel Inc. The information, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers. All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk. This content may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements. TriCert Investment Counsel Inc. does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside TriCert Investment Counsel Inc.’s control. Past performance is not a reliable indication of future performance.

    • 11 min
    Q4 2023 Podcast: Energy and Materials Update

    Q4 2023 Podcast: Energy and Materials Update

    In this episode of InFocus, Mike Gassewitz, President and CEO at TriCert Financial Group, is joined by TriCert Investment Counsel Portfolio Manager Grayson Waechter, CFA®, to discuss the energy and materials sectors. 
    Recorded on February 26, 2024
     
    DISCLAIMER: This content has been prepared by TriCert Investment Counsel Inc. The information, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers. All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk. This content may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements. TriCert Investment Counsel Inc. does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside TriCert Investment Counsel Inc.’s control. Past performance is not a reliable indication of future performance.

    • 10 min

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