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...
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Category: TriCert Investment Counsel
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...
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...
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...
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...
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...
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...
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...
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...
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...






