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