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
Dave Gill, CFA®, MBA
Dave has held roles in business development, client service, research and portfolio management. Dave is passionate about the capital markets and has an unwavering focus on helping clients achieve their financial goals. He spent most of his career working in the investment divisions at some of Canada’s largest financial institutions before rejoining TriCert Investment Counsel in 2023 as a Portfolio Manager. Dave holds a Masters of Business Administration from Western University and is a CFA® charterholder.
