Industrials on the Rise: Defence Spending and Market Impact
Recorded on September 2nd, 2025
In this episode of InFocus, TriCert Investment Counsel Portfolio Managers Candis Fitch, CIM®, CIWM, and Dave Gill, CFA®, MBA, examine the industrials sector through the lens of rising global defence spending. With shifting geopolitical priorities, NATO’s renewed commitments, and evolving U.S. strategies, defence contractors are entering a multi-year investment cycle.
Candis and Dave break down how core pick quality companies, such as CAE and General Dynamics, are positioned to benefit, highlighting their strengths in simulation, aerospace, and defence technology, as well as the long-term fundamentals driving these businesses. They also share how TriCert approaches opportunities in this environment, striking a balance between quality, efficiency, and disciplined investing to deliver clarity for clients.
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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