Candace Gelleta

Mike Gassewitz, CEO of TriCert Financial Group, is joined by Oliver Lee, BMath, Head of TriCert Insurance Agency, for a candid conversation about Life Insurance.

What it is, what it isn’t, and how Canadians can avoid common mistakes when choosing between term and permanent insurance ✅

Listen now! 🎙️https://bit.ly/4kdETqr

The Echoes Series" on Legacy Planning, hosted by Mike Gassewitz of TriCert Financial Group is a 9-episode series diving into:

✅Estate Planning
✅Tax Complexities
✅Business Succession
✅Philanthropy, and more.

Learn to create a lasting financial legacy! https://bit.ly/3Wy169B

Whether you are...
✅ a established business proprietor
✅ a generational business owner, or
✅ an entrepreneur
you've put your heart and soul into building your company!

When the time comes to sell, our clients have the advantage of working with their Accountant, Tax Specialists, Valuation Specialists, and their Financial Planner.

Learn more about the TriCert™ integrated approach 👉 https://bit.ly/3ow3kIr

Are you focusing on the short-term view of your investment portfolio?🤔

It’s important that we keep calm during a volatile market 🧘‍♀️ and ensure we aren’t making knee-jerk reactions that may jeopardize long-term planning https://bit.ly/410b9DH

Questions? I’d love to hear from you!
☎️(306) 773-7285
✉️[email protected]

Whether you are at the start, middle, or freshly post divorced ensuring your financial security in the long run is essential ✅

Learn what steps you can consider taking today 👉 https://bit.ly/3LJd2ka

What is a Trusted Contact Person, and who should have one??🤷‍♂️

Learn how appointing a TCP may protect your loved ones from financial exploitation…

https://bit.ly/3JGpK1Z

Are you considering a donation to charity? 🙋‍♂️

Have you considered using your investments and making the donation by a transfer of securities – you may be able to save on tax and make a larger charitable contribution as a result! 🙌

Learn how https://bit.ly/3ibmtwj

Steady inflation, glad it is not still rising...

Canada's inflation rate holds steady Taming inflation will be marathon not a sprint, says Desjardins expert

Are you seeking financial freedom? 🙋‍♂️

Regardless of your age, marital status, or employment status having a plan can offer financial gain…

Learn more at 👉 https://bit.ly/3sLyKt1

Take charge of your finances today, I’d love to hear from you!
☎️ (306) 773-7285
✉️ [email protected]

You need to understand your pension to determine if withdrawing early makes sense for you!

Can I withdraw my pension early? - MoneySense There are limitations on what you can do with pension funds before retiring, and an early withdrawal can reduce the amount you receive. Here's how it works.

Is your business crisis-proof? 🤷‍♂️
If we’ve learnt anything over the past two years, it’s to expect the unexpected... Businesses should have plans in place to support their IT requirements, HR issues, Client relationships, and Cashflow (to name a few)

Learn how you might be able to start creating a crisis proof plan today https://bit.ly/3rksxUc
Questions? Contact our Wealth Management Advisor Candace Gelleta
☎️ (306) 773-7285
✉️ [email protected]

Long Term Care Insurance – Explained // who should be considering it, when should you implement it, and learn how to get the conversation started with family members today ☑️

https://bit.ly/3RdFoCQ