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U.S.-Israel Strikes on Iran: Portfolio Positioning Update

Recorded on March 4th, 2026

In this special episode of InFocus, TriCert Investment Counsel Portfolio Manager Candis Fitch, CIM®, CIWM, and Chief Investment Officer Brian Durno, CFP®, CFA®, share a timely update following escalating geopolitical tensions in the Middle East and the market’s initial reaction. They break down what has occurred, how markets are interpreting events, and why disciplined portfolio construction matters most during uncertain periods.

From entering volatility with strong corporate fundamentals to maintaining diversification and defensive positioning, this conversation reinforces how TriCert portfolios are built for resilience, not reaction. It is a steady, fundamentals-based perspective designed to help advisors and clients stay grounded when headlines intensify.

For more Insights from TriCert, visit TriCert.ca/Insights.

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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

Intergenerational Wealth Transfer

Intergenerational wealth transfer is about more than passing assets from one generation to the next. It’s about protecting what you’ve built, supporting the people you care about, and creating clarity around the future – for both today and tomorrow.

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