Quality Amid Uncertainty: Staying the Course in a Volatile Market
Recorded on February 25th, 2025
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 conditions reminiscent of the Great Depression. The discussion highlights how these tariff threats are sparking volatility across Canada and the U.S., influencing consumer spending, trade dynamics, and market valuations.
Amid the uncertainty, they emphasize the importance of maintaining a disciplined, quality-focused investment approach. They underscore the resilience of financially robust companies with strong dividend histories and earnings growth while cautioning that even these quality names may face short-term volatility. With mixed economic signals—including fluctuating leading indicators, interest rate forecasts, and inflation concerns—Mike and Joel advise investors to stay diversified, remain defensive, and consult with their trusted portfolio manager to navigate these turbulent times.
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.
Intergenerational Wealth Transfer
WEALTH MANAGEMENT RESOURCEIntergenerational Wealth Transfer: Planning the Transfer of Family Wealth with Confidence and Clarity Intergenerational wealth transfer is about more than passing assets from one generation to the next. It’s about protecting...
Incorporation Checklist: Next Steps for Saskatchewan Corporations
NEWSIncorporation Checklist: Next Steps for Saskatchewan Corporations Incorporating a business in Saskatchewan involves more than just tax considerations. Moving from a sole proprietorship or partnership to a corporation brings new operational, regulatory, and...
What Is CropConnect and Why Should You Use It?
NEWS What is CropConnect and why should you use it? CropConnect is a secure online service from Saskatchewan Crop Insurance (SCIC) that allows producers to manage their crop insurance information electronically.How CropConnect Helps You ✔ Less paperwork, less...