They emphasize that financial planning is not just for the wealthy but is essential for everyone, regardless of their financial situation. Drawing parallels to medical care, they explain how a financial plan serves as a personalized roadmap for achieving financial goals and ensuring future security.
The discussion underscores the importance of financial education, proactive planning, and efficient wealth management at every stage of life. Mike and Gord underline the need for clients to regularly review and update their financial plans with their financial advisor to adapt to changing circumstances and goals and ensure long-term financial well-being.
Do I really need a financial plan?
Recorded on March 5, 2024
Gord Hardie, CFP®, CIM
Gord joined TriCert Private Wealth in 2010 to build and lead the financial planning team. As Vice President, Financial Planning, Gord is responsible for managing the team, developing financial planning strategy for the organization, as well as providing comprehensive financial plans for clients. Throughout his career, Gord has attained several licences and accreditations from various governing financial service bodies. Gord holds designations as a Certified Financial Planner (CFP®) and Canadian Investment Manager (CIM). Gord began his career in wealth management in 1992 and has worked at various national financial services firms as both a Senior Financial Consultant and a Regional Manager.
