InFocus Podcasts
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.
Episodes
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 eli...
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 als...
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 high...
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 developments, including the Canadian LNG export terminal, how Canadian energy companies are controlling costs amid lower oil prices, and why natural gas may be poised for more ...
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 valuation spreads to earnings growth and fixed income normalization.
Markets offered mixed signals in Q1 from flattening curves, steady earnings, and persistent volatility. Bri...
In this episode of InFocus, Mike Gassewitz, CEO of TriCert Financial Group, is joined by Oliver Lee, BMath, Head of TriCert Insurance Agency, for a candid conversation about life insurance. What it is, what it isn’t, and how Canadians can avoid common mistakes when choosing between term and permanent insurance.
Oliver unpacks the widely used “renting vs. owning” analogy and explains why this sales tactic often leads people toward p...
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 Investment Strategist, who adds insights on handling market volatility, the importance of maintaining a disciplined investment strategy, and the role of a solid finan...
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 these sectors performed, key market trends, and what investors should watch going forward.
As expected, the consumer staples sector remained stable, with steady demand f...
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 high valuations, leading to underperformance relative to the broader market. While fundamentals remain strong, valuation concerns and cautious corporate guidance have ...
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. financials outperforming Canadian counterparts—primarily driven by stronger U.S. GDP growth. The conversation also covers the potential impact of U.S. tariffs on Canadia...
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 volatility, interest rate trends from the Bank of Canada and the Federal Reserve, and the effects on the Canadian dollar.
The conversation also covers the evolving yield c...
In this episode of InFocus, Mike Gassewitz, CEO of TriCert Financial Group, is joined by Grayson Waechter, CFA®, TriCert Investment Counsel Portfolio Manager for the energy and materials sector, to provide an update on market trends and investment opportunities.
The conversation starts with the oil sector, where, despite recent price fluctuations, leading global energy companies continue to deliver strong returns for investors thro...
In this episode of InFocus, TriCert Financial Group’s CEO Mike Gassewitz and TriCert Investment Counsel’s Chief Investment Strategist Joel Baker, CIM, MBA, dive into the evolving investment landscape as we transition from Q4 2024 into early 2025.
They explore the potential impact of recent U.S. tariff threats—markedly higher than historical norms—on key sectors such as energy and industrials, drawing parallels to economic condition...
In this episode of InFocus, Mike Gassewitz, CEO of TriCert Financial Group, and TriCert Investment Counsel Chief Investment Officer Brian Durno, CFP®, CFA®, discuss the recent tariff threats from the U.S. and their potential impact on Canadian investors. With President Trump briefly imposing, then lifting, tariffs on Canadian imports for 30 days, uncertainty looms over whether they will return.
Brian emphasizes that market uncertai...
In this episode of InFocus, Candis Fitch, CIM®, CIWM, portfolio manager at TriCert Investment Council, is joined by fellow portfolio manager Lee Grimshaw, CFA®, to discuss the financial sector, with a particular focus on the Royal Bank of Canada (RBC). They highlight RBC's impressive performance, including its position as the largest company on the TSX 300 and its significant market cap. The discussion covers RBC's diverse portfoli...
In this episode of InFocus, Mike Gassewitz, CEO of TriCert Financial Group, is joined by Grayson Waechter, CFA®, TriCert Investment Counsel Portfolio Manager specializing in the energy sector. Together, they discuss the state of the oil and gas industry, focusing on the benefits of international diversification with investments in Shell, Exxon, and Chevron.
Grayson discusses the performance of oil and pipeline companies' stocks, wh...
In this episode of InFocus, Mike Gassewitz, CEO of TriCert Financial Group, and Joel Baker, CIM, MBA, Chief Investment Strategist at TriCert Investment Counsel, delve into the investment landscape of the last quarter.
They discuss the implications of the recent U.S. election and Trump's victory, analyzing its potential impact on fiscal policies and the economy. The conversation covers key topics such as inflation trends, GDP growth...
In this episode of InFocus, Mike Gassewitz, CEO of TriCert Financial Group, is joined by Nicholas Leach, CFA®, TriCert Investment Counsel Portfolio Manager, to provide an update on the income-producing portion of our portfolio. They discuss recent interest rate cuts by the U.S. Federal Reserve and the Bank of Canada, market reactions, and the implications for bond yields and corporate credit spreads. The conversation also covers th...
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 over the past quarter. Lee notes a divergence between U.S. and Canadian financial markets, with U.S. institutions faring better due to a more robust economy, while Canadian banks face stress, particularly in the mortgage market. The discussion al...
In this episode of InFocus, TriCert Financial Group CEO Mike Gassewitz and TriCert Investment Counsel Portfolio Manager Dave Gill, CFA®, MBA, discuss the performance of the Industrials and Technology sectors.
Dave highlights strong earnings despite a subdued economic backdrop. As Dave remains optimistic about Apple's fundamentals, they delve into the company's recent performance and Warren Buffett's decision to reduce Berkshire Hat...
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