Webcast: ADꓯPT™, The Accountants’ Proactive Process

January 15, 2024
Watch this webcast, with Oliver Lee, VP of Life & Living Benefits at TriCert Insurance Agency and Mike Gassewitz, President & CEO at TriCert Financial Group, to learn more about our disciplined, proactive approach to insurance.

This content has been prepared by TriCert Insurance Agency Inc. The information and opinions presented in this presentation are for general information only. It should not be considered as professional advice or a recommendation. Any opinions in this presentation are as of the date of this presentation and are subject to change without notice. Before acting on any information, you should consider the appropriateness of the information and speak with one of our insurance agents. Examples used in this presentation are for illustrative and educational purposes. TriCert Insurance Agency Inc. is a subsidiary of TriCert Financial Group Inc. (TriCert).

Oliver Lee, BMath

Oliver's goal as VP of Life Insurance and Living Benefits at TriCert Insurance Agency is to bring his experience and knowledge on life insurance and living benefits to our clients by offering unbiased and professional advice.

Mike Gassewitz

Mike joined TriCert Investment Counsel in 2021 as President and CEO. He is responsible for leading our exceptional team and working with its accounting firm partners to further solidify its integration to deliver results for clients. He joined TriCert Financial Group in 2022 and is a driven and creative leader passionate about bringing out the best in ideas, people and businesses. Mike meets with independent CPA firms across Canada to discuss their interest in providing wealth management services to their clients and joining the TriCert Financial Group.