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
Defining Quality in our QSect Approach
In this episode of InFocus, Mike Gassewitz, CEO of TriCert Financial Group, is joined by Brian Durno, CFP®, CFA®, Lead of the Investment Management and Strategy Group at TriCert Investment Counsel.
Listen as they delve into the concept of quality within the QSect approach. The conversation navigates the complex terrain of defining quality in investment management, emphasizing factors such as revenue stability, competitive threats, market share, and the distinction between growth and value creation. Brian sheds light on the team’s methodology in evaluating companies, stressing the importance of qualitative and quantitative analysis and the significance of paying the right price for quality investments. The episode underscores the resilience of quality businesses, exemplified by their consistent dividend growth even in volatile market conditions.
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.
TriCert partner Chartered Professional Accounting (CPA) firms