Echoes Series on Legacy Planning: Setting The Stage

Listen to Mike Gassewitz, President and CEO, as he launches a special InFocus series titled "Echoes". In this first episode, Mike introduces the concept of legacy planning and its significance in leaving a lasting impact. Alongside Gord Hardie, Head of Financial Planning at TriCert Private Wealth, and Oliver Lee, Head of Insurance and Living Benefits at TriCert Insurance Agency, they delve into the multifaceted nature of legacy, encompassing both financial assets and personal values.

The discussion touches upon the importance of legacy planning regardless of one's stage in life, emphasizing its role in ensuring financial security and preserving familial harmony. Gord and Oliver share insights on the complexities involved, from navigating taxation issues to addressing unintended consequences.

Listeners will gain valuable insights into when and how to embark on legacy planning, with the experts underscoring the pivotal role of a comprehensive financial plan as the foundation, highlighting the indispensable role of financial advisors in guiding individuals through this intricate process.

 

Recorded on March 15, 2024