InFocus Podcasts

TriCert InFocus
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InFocus Podcasts

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. 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. Past performance is not a reliable indication of future performance. © 2024 TriCert Financial Group Inc. All Rights Reserved.

  1. TD Bank's Setbacks and an Update on the Financial Sector

    2 DAYS AGO

    TD Bank's Setbacks and an Update on the Financial Sector

    In this episode of InFocus, TriCert Financial Group CEO Mike Gassewitz speaks with TriCert Investment Counsel Portfolio Manager Lee Grimshaw, CFA®, about the financial sector's performance over the past quarter. Lee notes a divergence between U.S. and Canadian financial markets, with U.S. institutions faring better due to a more robust economy, while Canadian banks face stress, particularly in the mortgage market. The discussion also touches on interest rate movements, their impact on Canadian banks, and the outlook for rate cuts. Additionally, they address TD Bank's recent challenges, including a significant penalty related to anti-money laundering failures, and discuss TD's market performance amidst these issues. Despite setbacks, Lee believes TD Bank's valuation provides ‘suppressed’ value in addition to a strong fundamental Canadian franchise. Recorded on September 6, 2024   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. Past performance is not a reliable indication of future performance.

    14 min
  2. Market Movers: Technology and Industrials Insights

    SEPT 24

    Market Movers: Technology and Industrials Insights

    In this episode of InFocus, TriCert Financial Group CEO Mike Gassewitz and TriCert Investment Counsel Portfolio Manager Dave Gill, CFA®, MBA, discuss the performance of the Industrials and Technology sectors. Dave highlights strong earnings despite a subdued economic backdrop. As Dave remains optimistic about Apple's fundamentals, they delve into the company's recent performance and Warren Buffett's decision to reduce Berkshire Hathaway's stake in it. They also discuss the impact of macroeconomic indicators on industrials. Looking ahead, Dave identifies artificial intelligence as a key tailwind for the tech sector and accommodative monetary policy as a potential support for industrials. The episode wraps up with insights into how interest rate decisions may impact equity markets. Recorded on August 29, 2024   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. Past performance is not a reliable indication of future performance.

    17 min
  3. The Stability of Consumer Staples: Resilience in Volatile Markets

    SEPT 17

    The Stability of Consumer Staples: Resilience in Volatile Markets

    In this episode of InFocus, guest host Candis Fitch, CIM®, CIWM, Portfolio Manager at TriCert Investment Counsel, welcomes Chief Investment Officer and Portfolio Manager Brian Durno, CFP®, CFA®, to discuss the unique role of consumer staples in investment portfolios. Brian provides an in-depth look at how these essential products—from groceries to cleaning supplies—offer stability and consistent returns during market downturns. Focusing on the performance of consumer staples during recent economic disruptions, the conversation sheds light on why these companies are considered a cornerstone for long-term investment strategies. Recorded on August 22, 2024   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. Past performance is not a reliable indication of future performance.

    7 min
  4. From Uranium to Hydrogen: The Future of Energy

    SEPT 10

    From Uranium to Hydrogen: The Future of Energy

    In this episode of InFocus, Candis Fitch, CIM®, CIWM, Portfolio Manager at TriCert Investment Council, is joined by fellow Portfolio Manager Grayson Waechter, CFA®, to discuss the evolving energy sector. They explore the resurgence of uranium in nuclear power, the emerging role of green hydrogen, and the continued importance of traditional oil and gas. Grayson shares insights on how these energy trends influence strategic investment decisions while emphasizing long-term growth and sustainability. Recorded on August 20, 2024   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. Past performance is not a reliable indication of future performance.

    12 min
  5. From rate cuts to yield curves: key insights for income-producing investors

    SEPT 3

    From rate cuts to yield curves: key insights for income-producing investors

    In this episode of InFocus, guest host Candis Fitch, CIM®, CIWM, Portfolio Manager at TriCert Investment Counsel, sits down with fellow Portfolio Manager Nicholas Leach, CFA®, to dissect the recent developments in the income-producing investment landscape. With the Bank of Canada making rate cuts and the US Federal Reserve holding steady, what does this mean for bond markets, corporate spreads, and preferred shares? Hear Nicholas unpack the implications for investors, from the impact on yield curves to strategic moves in today's volatile environment. Recorded on August 14, 2024   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. Past performance is not a reliable indication of future performance.

    11 min
  6. Second quarter investment review and outlook

    AUG 27

    Second quarter investment review and outlook

    In this episode of InFocus, Mike Gassewitz, CEO at TriCert Financial Group, and Joel Baker, CIM, MBA, Chief Investment Officer at TriCert Investment Counsel, discuss recent economic trends. Inflation and interest rates show improvement in Canada and the U.S., but Canada's GDP growth lags behind the U.S. Concerns about a potential recession remain due to indicators like the inverted yield curve and low manufacturing numbers. While interest rates may decline, the impact on the economy remains uncertain. In equity markets, July saw gains across various asset classes, with a shift from tech stocks to value-oriented sectors. Global markets outside the U.S. may offer better valuations, though risks remain. Additionally, a significant amount of cash is currently in money market funds, which could move into other assets should interest rates change. Recorded on August 2, 2024   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. Past performance is not a reliable indication of future performance.

    13 min

  7. JUL 23

    Echoes Series on Legacy Planning: Receiving the Torch

    In this final episode of Echoes, Mike Gassewitz, CEO of TriCert Financial Group (TriCert), discusses legacy planning with guests Brad Giroux, CFP®, CHS, CLU, advisor and financial planner from one of TriCert's affiliated CPA firms and Gord Hardie, CFP®, CIM, head of TriCert Private Wealth. They explore the perspectives of inheritance recipients, offering advice on managing newfound wealth, including paying off debts, saving, and charitable giving. The discussion emphasizes the importance of careful planning, consulting with financial advisors, and understanding potential tax implications. The episode also highlights the emotional and moral considerations of receiving an inheritance, stressing the need for discretion and thoughtful decision-making. The views, thoughts, and opinions expressed in this podcast by special guests may not necessarily reflect those of TriCert Financial Group. Recorded on June 25, 2024

    11 min

  8. JUL 23

    Echoes Series on Legacy Planning: Ensuring your Legacy Lives on

    In this episode of our Echoes Series, Mike Gassewitz, CEO of TriCert Financial Group (TriCert), discusses legacy planning with guests Brad Giroux, CFP®, CHS, CLU, advisor and financial planner from one of TriCert's affiliated CPA firms and Gord Hardie, CFP®, CIM, head of TriCert Private Wealth. The conversation covers identifying one's legacy, creating a comprehensive plan, and ensuring proper documentation and communication. Brad and Gord emphasize the importance of professional guidance and clear communication with family and advisors. They also introduced EstateKeeper, a new tool designed to help clients organize and securely share estate documents, enhancing the ease of executing a legacy plan. The episode highlights the importance of proactive planning to avoid potential family conflicts and ensure client wishes are honoured. The views, thoughts, and opinions expressed in this podcast by special guests may not necessarily reflect those of TriCert Financial Group. Recorded on June 24, 2024

    25 min
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Ratings & Reviews

5
out of 5
3 Ratings

About

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. 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. Past performance is not a reliable indication of future performance. © 2024 TriCert Financial Group Inc. All Rights Reserved.

Information

  • Creator
    TriCert InFocus
  • Years Active
    2022 - 2024
  • Episodes
    82
  • Rating
    Clean
  • Copyright
    © 2024 TriCert Financial Group Inc. All Rights Reserved.
  • Show Website
    InFocus Podcasts

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