Q3 2023 Podcast: Financial sector update

November 23, 2023
In this episode of InFocus, Mike Gassewitz, President and CEO at TriCert, sits down with TriCert Investment Counsel Portfolio Manager Lee Grimshaw, CFA®, ICD to chat about the Financial Sector. 

Recorded on November 8, 2023

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.

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Lee Grimshaw, CFA®, ICD

Lee joined TriCert Investment Counsel in 2019. As a Portfolio Manager, Lee focuses on advising individuals, households and corporations on suitable investment decisions to meet their financial goals. Lee is a member of the finance sector research team and works closely with the financial planning team and accounting partners to provide investment advice.