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...
Timely and educational insights
Category: TriCert Investment Counsel
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...
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....
Energy & Materials: Tariff Talk & Q1 Sector Snapshot
In this episode of InFocus, Mike Gassewitz, CEO at TriCert Financial Group, sits down with TriCert Investment Counsel Portfolio Manager Grayson Waechter, CFA, to unpack what happened in the energy and materials sectors during Q1 2025. They discuss significant...
Q1 2025 Investment Outlook
In this episode of InFocus, Mike Gassewitz, CEO of TriCert Financial Group, sits down with Brian Durno, CFP®, CFA®, Chief Investment Officer and Portfolio Manager at TriCert Investment Counsel, to walk through the most relevant developments of Q1, from sector...
Staying Grounded Through Market Storms
In this special episode of InFocus, Mike Gassewitz, CEO of TriCert Financial Group, discusses the recent market turmoil triggered by political and economic events, notably President Trump's announcements on tariffs and other policies. He is joined by Joel Baker, Chief...
Dividends, Growth & Stability: Consumer Staples and Healthcare in Focus
In this episode of InFocus, Mike Gassewitz, CEO of TriCert Financial Group, welcomes Brian Durno, CFP®, CFA®, Chief Investment Officer and Portfolio Manager at TriCert Investment Counsel, responsible for the Consumer Staples and Healthcare sectors. They discuss how...
John Deere: More Than Tractors—A Technology Play
In this episode of InFocus, Mike Gassewitz, CEO of TriCert Financial Group, is joined by TriCert Investment Counsel Portfolio Manager Dave Gill, CFA®, MBA, to discuss the state of the industrials and technology sectors. They discuss how both sectors entered 2025 with...
Financial Sector: Strong Returns, Risks, and Strategies
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 and outlook. They discuss strong returns in banking and insurance, with U.S....
Income Producing Assets: Positioning for Stability
In this episode of InFocus, Mike Gassewitz, CEO of TriCert Financial Group, speaks with TriCert Investment Counsel Portfolio Manager Nicholas Leach, CFA®, about income-producing investments amidst economic uncertainty. They discuss the impact of tariffs on market...