by Ashley Lafontaine | Apr 8, 2024 | Wealth Management
INFOCUS PODCAST DO I REALLY NEED A FINANCIAL PLAN? Recorded on March 5, 2024 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...
by StarkMarsh | Jul 28, 2023 | Wealth Management
WEALTH MANAGEMENT RESOURCE DISABILITY INSURANCE Who benefits the most from Disability Insurance? Are you a self-employed individual or a contractor? You may be aware that as such, you are not contributing towards the Workers Compensation Board (WCB) or Employment...
by StarkMarsh | May 31, 2023 | Wealth Management
WEALTH MANAGEMENT RESOURCE FIRST HOME SAVINGS ACCOUNT (FHSA) Program Details A First Home Savings Account (FHSA) is a registered plan that can help you save for your first home tax-free. No minimum balance is required to open an account, and a full range of...
by StarkMarsh | May 25, 2023 | Wealth Management
WEALTH MANAGEMENT RESOURCE PSYCHOLOGY OF SELLING YOUR BUSINESS Whether you’re an established business proprietor, a generational business owner, or an entrepreneur, you’ve put your heart and soul into building your company. Still, there comes a time when you...
by StarkMarsh | Apr 27, 2023 | Wealth Management
WEALTH MANAGEMENT RESOURCE STAYING CALM WHEN MARKETS ARE VOLATILE Why avoiding short-term performance figures can be a sound strategy In times of economic turbulence, it’s normal to feel apprehensive when you’re about to read your portfolio’s performance. And, of...
by StarkMarsh | Mar 22, 2023 | Wealth Management
WEALTH MANAGEMENT RESOURCE How to Financially Prepare for Divorce How Jane financially prepared for divorce Jane is divorced. Going through divorce was a difficult time, not just for her but for her entire family. The emotions were draining, but the financial strain...
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