InFocus Podcasts

TriCert InFocus

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Insightful and educational conversations from TriCert, TriCert Investment Counsel, TriCert Private Wealth, and TriCert Insurance Agency. Access timely communications on portfolio management, tax planning, financial planning, and insurance. © 2025 TriCert Financial Group Inc. All Rights Reserved.

2025-12-30

Inside the Resource Sector: Earnings Resilience and M&As

In this episode of InFocus, TriCert Investment Counsel Portfolio Managers Candis Fitch, CIM®, CIWM, and Grayson Waechter, CFA®, explore recent developments across the energy and materials sectors, with a particular focus on merger and acquisition activity and what it may signal within the resource landscape. Grayson shares earnings trends in energy, highlighting how companies have navigated a lower oil price environment through cost discipline, operational efficiency, and balance-sheet management rather than aggressive spending. The conversation then shifts to materials, where Candis and Grayson discuss strength in potash pricing, ongoing dynamics in copper markets, and how supply considerations are influencing company performance. A deeper dive into recent mergers and acquisitions activity examines proposed transactions and consolidation trends. Recorded on November 25, 2025 DISCLAIMER: This content has been prepared by TriCert Investment Counsel Inc. The information, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers. All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk. This content may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements. TriCert Investment Counsel Inc. does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside TriCert Investment Counsel Inc.’s control. Methodologies and assumptions applied in calculating performance figures, returns, and other metrics discussed in this podcast are based on established internal standards and recognized industry practices. Comprehensive documentation detailing the calculation methods and underlying assumptions is available upon request. Past performance is not a reliable indication of future performance. © 2025 TriCert Financial Group Inc. All Rights Reserved.

11 min
2025-12-23

Financials Check-In: How Banks Are Navigating the Current Environment

In this episode of InFocus, Mike Gassewitz, CEO of TriCert Financial Group, is joined by TriCert Investment Counsel Portfolio Manager Lee Grimshaw, CFA, for an update on the financial sector. They discuss how major Canadian and U.S. banks are performing from a business fundamentals perspective, including earnings trends, capital strength, and return on equity. The conversation also explores how markets have responded to these fundamentals, the differences between banking and insurance performance, and what loan-loss provisions, interest rate expectations, and economic conditions may signal for the future. Recorded on December 8, 2025 DISCLAIMER: This content has been prepared by TriCert Investment Counsel Inc. The information, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers. All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk. This content may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements. TriCert Investment Counsel Inc. does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside TriCert Investment Counsel Inc.’s control. Methodologies and assumptions applied in calculating performance figures, returns, and other metrics discussed in this podcast are based on established internal standards and recognized industry practices. Comprehensive documentation detailing the calculation methods and underlying assumptions is available upon request. Past performance is not a reliable indication of future performance. © 2025 TriCert Financial Group Inc. All Rights Reserved.

9 min
2025-12-16

Finding Stability: How Defensive Sectors Support Long-Term Investors

In this episode of InFocus, TriCert Investment Counsel portfolio manager Candis Fitch, CIM®, CIWM, sits down with Chief Investment Officer and fellow portfolio manager, Brian Durno, CFP®, CFA®, to break down two sectors that continue to play a stabilizing role in diversified portfolios: consumer staples and healthcare. They discuss what recent fundamentals are showing and how dividend strength and quality metrics help guide sector selection. They also explain why defensive areas like staples and healthcare can support long-term portfolio resilience. The conversation also explores inflation pressures, policy uncertainty in healthcare, and how advancements in AI are shaping research and development across the industry. Recorded on November 21, 2025 DISCLAIMER: This content has been prepared by TriCert Investment Counsel Inc. The information, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers. All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk. This content may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements. TriCert Investment Counsel Inc. does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside TriCert Investment Counsel Inc.’s control. Methodologies and assumptions applied in calculating performance figures, returns, and other metrics discussed in this podcast are based on established internal standards and recognized industry practices. Comprehensive documentation detailing the calculation methods and underlying assumptions is available upon request. Past performance is not a reliable indication of future performance. © 2025 TriCert Financial Group Inc. All Rights Reserved.

13 min
2025-12-09

Macro Headwinds and Sector Signals: A Closer Look at Industrials

In this episode of InFocus, TriCert Investment Counsel Portfolio Managers Candis Fitch, CIM®, CIWM, and Dave Gill, CFA®, MBA, unpack the industrials sector’s challenging year-end backdrop. They explore the impact of persistent macro uncertainty, tariff pressures, and muted growth expectations, while highlighting areas of resilience such as aerospace, defence, and AI-linked electrical equipment. The conversation includes a deep dive into North America’s railroads—why sentiment has weakened, how industry structure supports long-term pricing power, and where selective opportunities may be emerging despite cyclical headwinds. Recorded on November 21, 2025 DISCLAIMER: This content has been prepared by TriCert Investment Counsel Inc. The information, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers. All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk. This content may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements. TriCert Investment Counsel Inc. does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside TriCert Investment Counsel Inc.’s control. Methodologies and assumptions applied in calculating performance figures, returns, and other metrics discussed in this podcast are based on established internal standards and recognized industry practices. Comprehensive documentation detailing the calculation methods and underlying assumptions is available upon request. Past performance is not a reliable indication of future performance. © 2025 TriCert Financial Group Inc. All Rights Reserved.

11 min
2025-11-25

Investment Review: Comparing and Contrasting Tech and Utilities

In this webcast edition of InFocus, TriCert CEO Mike Gassewitz and Chief Investment Officer Brian Durno, CFP®, CFA® unpack the latest economic and market trends shaping portfolios in 2025. From diverging Bank of Canada and Federal Reserve rate paths to the resilience of corporate earnings and narrowing credit spreads, the discussion highlights how disciplined diversification continues to anchor TriCert’s investment philosophy. The discussion also spotlights a sector deep dive, comparing utilities and technology, to illustrate how different sources of return can work together to manage volatility and continue to potentially add long-term grow. (00:00) Opener (00:12) Introduction (00:39) Interest Rates, Inflation, and the Bond Market (05:53) Spreads, Tariffs, and Profits (12:53) Equity Valuations and Sector Analysis (19:25) Special Topic: Technology vs Utilities Recorded on November 7, 2025 DISCLAIMER: This content has been prepared by TriCert Investment Counsel Inc. The information, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers. All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk. This content may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements. TriCert Investment Counsel Inc. does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside TriCert Investment Counsel Inc.’s control. Methodologies and assumptions applied in calculating performance figures, returns, and other metrics discussed in this podcast are based on established internal standards and recognized industry practices. Comprehensive documentation detailing the calculation methods and underlying assumptions is available upon request. Past performance is not a reliable indication of future performance. © 2025 TriCert Financial Group Inc. All Rights Reserved.

26 min
2025-11-18

The Family Enterprise Blueprint

In this InFocus webcast, TriCert Financial Group CEO Mike Gassewitz speaks with Scot Bolton, CFP, CLU, CIM, FEA, Certified Financial Planner and Family Enterprise Advisor at Good Redden Klosler Wealth Management, about the challenges and opportunities that come with owning a family business. Together, they discuss how to balance family dynamics, ownership structures, and business decisions, and how thoughtful planning can preserve both harmony and prosperity for future generations. Whether your family business is in its first or fourth generation, this conversation offers practical insights to help you plan with clarity and confidence. (00:00) Opener (00:12) Introduction (01:21) What is an Enterprise Family Advisor? (03:00) The three-circle model (06:28) It's more than just business... (10:05) Continuity timeline Recorded on November 6, 2025 © 2025 TriCert Financial Group Inc. All Rights Reserved.

16 min
2025-09-30

Financials Sector Check-In: Credit, Capital Markets, and What’s Next

In this episode of InFocus, TriCert Financial Group CEO Mike Gassewitz sits down with TriCert Investment Counsel Portfolio Manager Lee Grimshaw, CFA®, to unpack last quarter’s performance across the financials sector. They discuss how Canadian banks delivered stronger returns than their U.S. peers, how U.S. investment banks benefited from revived deal flow and market volatility, and where insurers diverged. The conversation covers the potential impact of recent Bank of Canada and Federal Reserve rate cuts and the importance of a measured yield-curve steepening for bank spreads. It also highlights the key risk markers to watch, including credit losses and a slowdown in capital markets activity. Recorded on September 18, 2025 DISCLAIMER: This content has been prepared by TriCert Investment Counsel Inc. The information, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers. All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk. This content may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements. TriCert Investment Counsel Inc. does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside TriCert Investment Counsel Inc.’s control. Methodologies and assumptions applied in calculating performance figures, returns, and other metrics discussed in this podcast are based on established internal standards and recognized industry practices. Comprehensive documentation detailing the calculation methods and underlying assumptions is available upon request. Past performance is not a reliable indication of future performance. © 2025 TriCert Financial Group Inc. All Rights Reserved.

8 min
2025-09-23

Energy Giants at Work: Mergers, Lawsuits, and Growth Opportunities

In this episode of InFocus, TriCert Investment Counsel Portfolio Manager Candis Fitch, CIM®, CIWM, and fellow Portfolio Manager Grayson Waechter, CFA®, discuss key developments shaping the resource sector. They explain the reclassification of pipelines into the energy sector, highlighting how this change gives portfolio managers greater flexibility in aligning client portfolios with risk preferences. The conversation also explores the impact of global tariffs, OPEC production shifts, and the continuing Russia–Ukraine conflict on oil prices. With insights into Chevron’s acquisition of Hess and Exxon’s recent expansion, Candis and Grayson examine how strong balance sheets, low-cost production, and healthy dividends support the case for holding energy in client portfolios. Recorded on August 26, 2025 DISCLAIMER: This content has been prepared by TriCert Investment Counsel Inc. The information, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers. All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk. This content may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements. TriCert Investment Counsel Inc. does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside TriCert Investment Counsel Inc.’s control. Methodologies and assumptions applied in calculating performance figures, returns, and other metrics discussed in this podcast are based on established internal standards and recognized industry practices. Comprehensive documentation detailing the calculation methods and underlying assumptions is available upon request. Past performance is not a reliable indication of future performance. © 2025 TriCert Financial Group Inc. All Rights Reserved.

15 min

5

out of 5

4 Ratings

Insightful and educational conversations from TriCert, TriCert Investment Counsel, TriCert Private Wealth, and TriCert Insurance Agency. Access timely communications on portfolio management, tax planning, financial planning, and insurance. © 2025 TriCert Financial Group Inc. All Rights Reserved.

Creator

TriCert InFocus
Years Active

2022 - 2025
Episodes

109
Rating

Clean
Copyright

© TriCert InFocus
Show Website

InFocus Podcasts