The Strength of Boring Businesses: The Case for Staples and Healthcare
TriCert Podcast: discussing the performance of two key sectors — Consumer Staples and Healthcare.
Recorded on June 17th, 2025
In this episode of InFocus, guest host Candis Fitch, CIM®, CIWM, TriCert Investment Counsel Portfolio Manager, sits down with fellow Portfolio Manager and CIO Brian Durno, CFP®, CFA®, to discuss the performance of two key sectors — Consumer Staples and Healthcare.
Amid inflation, interest rate uncertainty, and recession chatter, Brian explains why these traditionally defensive areas continue to warrant attention. They review Q1 highlights, including key quality signals such as dividend consistency and pricing power, and explain some of the core picks’ fundamental performance relative to the broader sector averages. With fundamentals that point to stability and dividend strength, Brian shares why quality matters more than ever.
Whether you’re wondering how portfolio positioning shifts in uncertain markets or want to understand what’s under the hood in TriCert’s equity exposure, this is an insightful listen.
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 $3 billion in assets on behalf of thousands of clients.
To learn more, visit TriCert.ca.
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