InFocus Podcasts

TriCert InFocus

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. © 2025 TriCert Financial Group Inc. All Rights Reserved.

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

    SEP 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. Past performance is not a reliable indication of future performance.

    8 min
  2. Energy Giants at Work: Mergers, Lawsuits, and Growth Opportunities

    SEP 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. Past performance is not a reliable indication of future performance.

    15 min
  3. Defensive Strength: Consumer Staples and Healthcare

    SEP 9

    Defensive Strength: Consumer Staples and Healthcare

    In this episode of InFocus, TriCert Investment Counsel Portfolio Manager Candis Fitch, CIM®, CIWM, and Chief Investment Officer, Brian Durno, CFP®, CFA®, break down the performance of the healthcare and consumer staples sectors for the past quarter. They explore why these defensive sectors remain essential to portfolio construction, even as markets weigh tariff pressures, shifting consumer behaviour, and ongoing inflationary trends. The discussion highlights key fundamentals, such as steady revenue growth, strong return on equity, and rising dividends, that reinforce the value of owning high-quality businesses in uncertain times. Recorded on August 22, 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. Past performance is not a reliable indication of future performance.

    10 min
  4. Industrials on the Rise: Defence Spending and Market Impact

    SEP 2

    Industrials on the Rise: Defence Spending and Market Impact

    In this episode of InFocus, TriCert Investment Counsel Portfolio Managers Candis Fitch, CIM®, CIWM, and Dave Gill, CFA®, MBA, examine the industrials sector through the lens of rising global defence spending. With shifting geopolitical priorities, NATO’s renewed commitments, and evolving U.S. strategies, defence contractors are entering a multi-year investment cycle. Candis and Dave break down how core pick quality companies, such as CAE and General Dynamics, are positioned to benefit, highlighting their strengths in simulation, aerospace, and defence technology, as well as the long-term fundamentals driving these businesses. They also share how TriCert approaches opportunities in this environment, striking a balance between quality, efficiency, and disciplined investing to deliver clarity for clients. Recorded on August 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. Past performance is not a reliable indication of future performance.

    10 min
  5. Investment Review: The Fundamentals Driving Market Resilience

    AUG 25

    Investment Review: The Fundamentals Driving Market Resilience

    In this episode of InFocus, TriCert CEO Mike Gassewitz and Chief Investment Officer Brian Durno, CFP®, CFA®, break down the key themes from the past quarter and what they mean for long-term investors. They compare interest rate, inflation, and unemployment trends in Canada and the U.S., discuss the potential inflationary impact of new U.S. tariffs, and explore how earnings results are shaping market sentiment. The conversation underscores TriCert’s QSect approach, highlighting sector and geographic valuation opportunities, the benefits of diversification, and the resilience of high-quality companies. From managing through volatility to identifying value in overlooked areas of the market, this quarter’s insights reaffirm why TriCert’s disciplined approach remains critical for building lasting wealth. (00:00) Opener (00:12) Investment Overview, Interest Rates, and Yield Curves (07:38) Spreads, Tariffs, and Profits (13:46) Equity Valuations and Sector Analysis (31:12) Investment Strategy Recorded on August 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. Past performance is not a reliable indication of future performance.

    33 min
  6. Industrials & Tech: Shining a Spotlight on Microsoft

    JUL 1

    Industrials & Tech: Shining a Spotlight on Microsoft

    In this episode of InFocus, CEO Mike Gassewitz sits down with Portfolio Manager Dave Gill, CFA®, MBA, to explore how the technology and industrial sectors are performing. The conversation highlights Microsoft's AI strategy, capital investment ramp-up, and evolving market expectations, illustrating how long-term fundamentals can diverge from short-term sentiment. The discussion explores why some strong earnings results still elicited lukewarm reactions and what current valuations reveal about investor sentiment. Together, they discuss why TriCert's focus on quality companies, strong balance sheets, and long-term thinking continues to offer clarity and confidence amid uncertainty in the sectors. Recorded on June 12, 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. Past performance is not a reliable indication of future performance.

    23 min
  7. How Financials Weathered Tariff Turbulence

    JUN 24

    How Financials Weathered Tariff Turbulence

    In this episode of InFocus, TriCert CEO Mike Gassewitz sits down with TriCert Investment Counsel Portfolio Manager Lee Grimshaw, CFA®, to review how our core financial holdings performed in the first quarter of 2025. The discussion examines why Canadian banks experienced muted earnings due to credit loss provisions, how U.S. financials performed amid ongoing tariff pressures, and why insurance has been a standout performer. They also look ahead to what metrics matter most — from rising unemployment and mortgage refinancing in Canada to deal flow and consumer sentiment in the U.S. Throughout, TriCert’s disciplined focus on quality companies continues to shine through, helping portfolios remain resilient in the face of volatility. Recorded on June 6, 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. Past performance is not a reliable indication of future performance.

    10 min
  8. The Strength of Boring Businesses: The Case for Staples and Healthcare

    JUN 17

    The Strength of Boring Businesses: The Case for Staples and Healthcare

    In this episode of InFocus, guest host Candis Fitch, CIM®, CIWM, TriCert Investment Counsel Portfolio Manager, sits down with fellow Portfolio Manager and CIO Brian Durno, CFP®, CFA®, to discuss the performance of two key sectors — Consumer Staples and Healthcare. Amid inflation, interest rate uncertainty, and recession chatter, Brian explains why these traditionally defensive areas continue to warrant attention. They review Q1 highlights, including key quality signals such as dividend consistency and pricing power, and explain some of the core picks' fundamental performance relative to the broader sector averages. With fundamentals that point to stability and dividend strength, Brian shares why quality matters more than ever. Whether you’re wondering how portfolio positioning shifts in uncertain markets or want to understand what’s under the hood in TriCert’s equity exposure, this is an insightful listen. Recorded on June 3, 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. Past performance is not a reliable indication of future performance.

    10 min

Ratings & Reviews

5
out of 5
4 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. © 2025 TriCert Financial Group Inc. All Rights Reserved.