Financials Sector Check-In: Credit, Capital Markets, and What’s Next
Recorded on September 30th, 2025
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 returns than their U.S. peers, how U.S. investment banks benefited from revived deal flow and market volatility, and where insurers diverged. The conversation covers the potential impact of recent Bank of Canada and Federal Reserve rate cuts and the importance of a measured yield-curve steepening for bank spreads. It also highlights the key risk markers to watch, including credit losses and a slowdown in capital markets activity.
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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