Dividends, Growth & Stability: Consumer Staples and Healthcare
Recorded on April 1st, 2025
In this episode of InFocus, Mike Gassewitz, CEO of TriCert Financial Group, welcomes Brian Durno, CFP®, CFA®, Chief Investment Officer and Portfolio Manager at TriCert Investment Counsel, responsible for the Consumer Staples and Healthcare sectors. They discuss how these sectors performed, key market trends, and what investors should watch going forward.
As expected, the consumer staples sector remained stable, with steady demand for essential products. While growth was modest, TriCert’s selected investments performed well, benefiting from strong profitability and reliable dividend growth. This sector continues to be a key defensive play in uncertain markets.
The healthcare sector saw stronger earnings growth but has faced ongoing market challenges due to regulatory uncertainty and cost pressures. Despite this, TriCert’s healthcare investments remain well-positioned, offering long-term value and attractive valuations.
Looking ahead, tariffs and global trade remain potential risks, but both sectors are relatively insulated compared to other industries. TriCert continues to focus on companies with strong fundamentals and long-term resilience.
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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