Q4 2023 Podcast: Finance Update

February 22, 2024
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 Finance sector.

Recorded on February 5, 2024

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.

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.


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