NAVIGATE TO OUR EPISODES:
1. Setting The Stage
Setting The Stage
Mike introduces the concept of legacy planning, emphasizing its importance in leaving a lasting impact beyond financial assets. Gord and Oliver contribute insights into legacy’s multifaceted nature, stressing its role in ensuring financial security and preserving familial harmony. They highlight the importance of comprehensive financial planning and the indispensable guidance of financial advisors in navigating this complex process.
2. Assessing Your Estate
Assessing Your Estate
This episode delves into the critical task of assessing one’s estate. Mike and Gord clarify the concept of an estate, stressing the necessity of valuation and the involvement of professionals like financial planners, accountants, and lawyers. They underscore the importance of regular estate assessments to facilitate ease of settlement, debt management, and fulfilling beneficiaries’ needs.
3. Crafting Your Legacy Blueprint
Crafting Your Legacy Blueprint
Mike and Gord explore the intricate considerations and goals of crafting a comprehensive legacy blueprint. They discuss the importance of aligning parental visions and understanding individual needs, particularly regarding the distribution of assets among children. Gord emphasizes the need for professional guidance in navigating taxation, inheritance, and business succession, underscoring the complexity of legacy planning.
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.
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.
