Energy and Materials: Tariff Talk & Q1 Sector Snapshot
Recorded on June 10th, 2025
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 meaningful portfolio exposure.
The conversation also covers the fine print of recent U.S. tariff rulings, standout names such as Nutrien and Shell, and why gold, despite strong price moves, has underperformed over the longer term.
This episode highlights how TriCert’s QSect approach supports investment decision-making in a rapidly evolving environment.
For more Insights from TriCert, visit TriCert.ca/Insights.
Portfolio and Investment Fund Manager
Through a referral arrangement, Stark & Marsh Wealth Management Services offers you direct access to TriCert Investment Counsel’s portfolio management services. Seamlessly working with your Stark & Marsh CPA LLP Accountant and your Stark & Marsh Wealth Management Services Financial Planner, your TriCert Investment Counsel’s Portfolio Manager takes a quality sector-based (QSect) approach to tailor an investment management strategy that is specific to your unique circumstances designed to meet your goals and provide peace of mind through volatile markets.
TriCert Investment Counsel is registered as a Portfolio Manager with the Ontario Securities Commission (OSC) in Ontario, its principal regulator, and with each relevant securities administrator in all other jurisdictions across Canada. TriCert Investment Counsel is registered as an Investment Fund Manager in Ontario. Today, TriCert Investment Counsel proudly manages over $3 billion in assets on behalf of thousands of clients.
To learn more, visit TriCert.ca.
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