Webcast: Income-Producing Assets. The Big Picture

September 28, 2023
In this webcast, Mike Gassewitz, President and CEO and Joel Baker, CIM, MBA, Chief Investment Officer, discuss the Income Producing asset class of our portfolio, provide an update on our views on GICs vs Bonds and extend the conversation to include preferred shares.

This content has been prepared by TriCert Investment Counsel Inc. The information, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers.

All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk. This content may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements. TriCert Investment Counsel Inc. does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside TriCert Investment Counsel Inc.’s control. Past performance is not a reliable indication of future performance.

Joel Baker, CIM, MBA

Joel has been a pioneering member of the TriCert Investment Counsel team since 2000. As Chief Investment Officer, Joel leads the organization in following a quality sector-based investment approach for all client portfolios.

Mike Gassewitz

Mike joined TriCert Investment Counsel in 2021 as President and CEO. He is responsible for leading our exceptional team and working with its accounting firm partners to further solidify its integration to deliver results for clients. He joined TriCert Financial Group in 2022 and is a driven and creative leader passionate about bringing out the best in ideas, people and businesses. Mike meets with independent CPA firms across Canada to discuss their interest in providing wealth management services to their clients and joining the TriCert Financial Group.



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