Financial Sector: Strong Returns, Risks, and Strategies
Recorded on March 18th, 2025
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 Canadian financials, portfolio adjustments to manage risk, and future opportunities as mortgage refinancing headwinds subside.
Mike and Lee emphasize a measured, strategic approach over reactionary moves, ensuring portfolios remain well-positioned in a shifting market.
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 $4 billion in assets on behalf of thousands of clients.
To learn more, visit TriCert.ca.
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