Integrating three certified professionals AccountingFinancial PlanningInvestment Management to deliver results for our clients.
INTEGRATION DELIVERS RESULTS
Optimize tax, achieve goals, and have peace of mind while doing it.
TriCert Financial Group integrates the expertise of accountants (CPAs), financial planners (CFPs), and portfolio managers (CFAs/CIMs) to deliver results for families, individuals, private companies, estates, and trusts.
TriCert integrated services
Accounting
TriCert Financial Group is owned by accountants for accounting firm clients. Typically, you will begin your TriCert journey with your Chartered Professional Accountant (CPA) and the creation of a household-centric tax plan.
Financial Planning
Through an iterative approach with your tax plan, your accountant and financial planner work together to build your financial plan, which includes a proactive lifestyle protection and tax efficiency insurance diagnostic (ADⱯPT™).
Investment Management
TriCert Investment Counsel is a registered portfolio management firm wholly owned by TriCert Financial Group. Working with your accountant and financial planner, our portfolio managers take a quality, sector-based (QSect™) approach to investing.
Independent CPA firms
+$2.5B
Assets under management
Years in business
Latest InFocus Insights
Echoes Series on Legacy Planning
In the first three episodes of the Echoes Series on Legacy Planning, President and CEO Mike Gassewitz, along with Gord Hardie, CFP®, CIM, VP of Financial Planning at TriCert Private Wealth, and Oliver Lee, VP of Life Insurance and Living Benefits at TriCert Insurance Agency kick off a comprehensive exploration into the significance and intricacies of legacy planning.
Tax Plan vs Financial Plan
In this episode of InFocus, Mike Gassewitz, CEO of TriCert Financial Group, and Gord Hardie, VP of Financial Planning at TriCert Private Wealth, discuss the distinction between a tax plan and a financial plan.
Do I really need a financial plan?
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 financial planning for individuals of all ages.
TriCert partner Chartered Professional Accounting (CPA) firms