76 episodes
InFocus Podcasts TriCert InFocus
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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.
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Echoes Series on Legacy Planning: Receiving the Torch
In this final episode of Echoes, Mike Gassewitz, CEO of TriCert Financial Group (TriCert), discusses legacy planning with guests Brad Giroux, CFP®, CHS, CLU, advisor and financial planner from one of TriCert's affiliated CPA firms and Gord Hardie, CFP®, CIM, head of TriCert Private Wealth.
They explore the perspectives of inheritance recipients, offering advice on managing newfound wealth, including paying off debts, saving, and charitable giving. The discussion emphasizes the importance of careful planning, consulting with financial advisors, and understanding potential tax implications.
The episode also highlights the emotional and moral considerations of receiving an inheritance, stressing the need for discretion and thoughtful decision-making.
The views, thoughts, and opinions expressed in this podcast by special guests may not necessarily reflect those of TriCert Financial Group.
Recorded on June 25, 2024 -
Echoes Series on Legacy Planning: Ensuring your Legacy Lives on
In this episode of our Echoes Series, Mike Gassewitz, CEO of TriCert Financial Group (TriCert), discusses legacy planning with guests Brad Giroux, CFP®, CHS, CLU, advisor and financial planner from one of TriCert's affiliated CPA firms and Gord Hardie, CFP®, CIM, head of TriCert Private Wealth.
The conversation covers identifying one's legacy, creating a comprehensive plan, and ensuring proper documentation and communication. Brad and Gord emphasize the importance of professional guidance and clear communication with family and advisors.
They also introduced EstateKeeper, a new tool designed to help clients organize and securely share estate documents, enhancing the ease of executing a legacy plan. The episode highlights the importance of proactive planning to avoid potential family conflicts and ensure client wishes are honoured.
The views, thoughts, and opinions expressed in this podcast by special guests may not necessarily reflect those of TriCert Financial Group.
Recorded on June 24, 2024 -
Echoes Series on Legacy Planning: Business Continuity Strategies
In this episode of our Echoes Series on Legacy Planning, TriCert Financial Group (TriCert) CEO Mike Gassewitz welcomes Connor Gates, CPA, CA, CFP®, a partner from one of TriCert's affiliated CPA firms, to discuss the critical topic of business continuity and succession planning.
They emphasize the importance of early planning for business owners to ensure their legacy thrives beyond their tenure. The episode highlights the urgency of implementing succession strategies amidst a significant intergenerational wealth transfer projected by 2026.
They also discuss the roles of family members and key employees in succession and the necessity of legal and financial expertise to optimize tax benefits and facilitate smooth transitions.
The views, thoughts, and opinions expressed in this podcast by special guests may not necessarily reflect those of TriCert Financial Group.
Recorded on June 7, 2024 -
Echoes Series on Legacy Planning: Balancing Inheritance
In this episode of our Echoes series on Legacy Planning, Mike Gassewitz, CEO of TriCert Financial Group, explores the complexities of balancing inheritance with guests Oliver Lee, BMath, head of TriCert Insurance Agency, and Gord Hardie, CFP®, CIM, head of TriCert Private Wealth.
They discuss the concept of fair versus equal distribution of assets, particularly in the context of rising land and business values. They delve into the importance of fairness, risk-adjusted allocation, and the necessity of early and ongoing planning. The conversation also highlights the roles of various professionals, including CPAs, lawyers, insurance specialists, and financial planners, in ensuring a well-rounded and tax-efficient legacy plan.
Tune in to understand how to navigate these challenging decisions and ensure a harmonious legacy for future generations.
Recorded on June 18, 2024 -
Echoes Series on Legacy Planning: Philanthropy & Generosity
In this episode of our Echoes Series on Legacy Planning, we explore the nuances of charitable giving and share insights on how philanthropy can be both impactful and financially advantageous.
Mike Gassewitz, CEO of TriCert Financial Group (TriCert), welcomes Dylan Domanico, MAcc, CPA, CA, LPA, CFP®, a partner from one of TriCert's affiliated CPA firms, and Oliver Lee, BMath, head of TriCert Insurance Agency, to discuss tax incentives and strategic approaches to donations. They explain how you can maximize your charitable impact through various methods such as cash gifts, in-kind donations, and life insurance.
This episode provides general information on integrating charitable giving into legacy planning. It aims to enhance your understanding of the tax benefits associated with charitable donations and offers practical strategies to consider when planning your philanthropic efforts.
Recorded on May 16, 2024 -
Echoes Series on Legacy Planning: Unraveling Tax Complexities
Episode four of our Echoes Series, hosted by Mike Gassewitz, CEO of TriCert Financial Group (TriCert), focuses on the often-overlooked tax complexities of legacy planning. Dylan Domanico, MAcc, CPA, CA, LPA, CFP®, a partner from one of TriCert's affiliated CPA firms, and Oliver Lee, BMath, head of TriCert Insurance Agency, join the conversation to discuss the nuances of taxable events, probate, strategies to mitigate tax burdens, and the importance of planning ahead.
They emphasize collaborative planning involving a client's CPA, financial planner, portfolio manager, and insurance professional. This integrated approach can help clients achieve optimal outcomes and provide actionable steps they can implement in real-life scenarios.
Whether you're a business owner, an individual with cross-border ties, or simply planning for the future, this episode offers invaluable insights to help you make informed decisions and secure your financial legacy.
Recorded on May 15, 2024