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
Brian Durno, CFP®, CFA®
As CIO, Brian leads the organization in following a quality sector-based investment approach for all client portfolios. He joined TriCert Investment Counsel in 2016 as a Portfolio Manager, responsible for building client portfolios with a disciplined, value-oriented investment approach. Brian earned a Bachelor of Commerce degree from Queen’s University in 1995. He is a member of the CFA Institute and the CFA Society of Ottawa, a Certified Financial Planner, and a Chartered Financial Analyst charterholder.
