CSS Wealth Management Special Presentation – NF Boardroom

Envisioning the Future: Enhancing Financial Planning with TriCert Investment Counsel

Crawford Smith and Swallow Wealth Management Inc. is delighted to host a special presentation featuring Mr. Mike Gassewitz, the President and CEO of TriCert Investment Counsel (formerly known as IAIC).

As we continually strive to elevate the financial experiences for our valued clients, today’s discussion will shed light on the recent transformations at IAIC and the direction it’s heading. Moreover, we will be unveiling our ambitious aspiration for CSS Wealth Management to service a monumental 40% of all our clients, while ensuring that every single client is equipped with a comprehensive financial plan.

Join us as we chart a path forward, staying true to our commitment to excellence in financial stewardship.