Meet our team
Leadership
Mike Gassewitz
President & CEO
TriCert Financial Group
Brian Durno, CFP®, CFA®
Chief Investment Officer
TriCert Investment Counsel
Sam Zahnd, CPA
CFO, CCO
TriCert Investment Counsel
Joel Baker, CIM, MBA
Chief Investment Strategist
TriCert Investment Counsel
Abdeen Wahab, BA
Vice President, Client Care and Operations
TriCert Investment Counsel
Karan B. Sehgal, BEng, MBA
Vice President, Products and Solutions
TriCert Investment Counsel
Gord Hardie, CFP®, CIM
Vice President, Financial Planning
TriCert Private Wealth, a division of TriCert Investment Counsel
Oliver Lee, BMath
Vice President, Life Insurance & Living Benefits
TriCert Insurance Agency
Rachelle Davidson-Evans
Vice President, Organizational Effectiveness
TriCert Investment Counsel
Vicki Tsang
Lead, Client Services
TriCert Investment Counsel
Investment Management Team
TriCert Investment Counsel
Krishna Beharry, CIM®
Portfolio Manager
Candis Fitch, CIM®, CIWM
Portfolio Manager
Dave Gill, CFA®, MBA
Portfolio Manager
Lee Grimshaw, CFA®
Portfolio Manager
Ryan Hayes, CIM®
Associate Portfolio Manager
Matt Hoggarth, CIM®
Portfolio Manager
Nicholas Leach, BA, CFA®
Portfolio Manager
Fred Mabee, CFP®, CIM®
Portfolio Manager
Robert Montague, CFP®, CIM®, BA
Associate Portfolio Manager
Brayden Morris, BBA
Associate Portfolio Manager
Andrew Nonis, CFA®
Portfolio Manager
Abby Saurette, CIM®
Associate Portfolio Manager
Matthew Town, CIM®, BA
Portfolio Manager
Grayson Waechter, CFA®
Portfolio Manager
Michael H. Williams, P.Eng, MBA, PCAM, MTax, CFA®
Portfolio Manager
Maria Wus, CFA®, CAIA®
Portfolio Manager
Anny Zhuang, CFA®, CFP®
Portfolio Manager
Financial Planning Team
TriCert Private Wealth, a Division of TriCert Investment Counsel
Ashley Carter, CFP®
Senior Financial Planner, Team Lead
Matt McCracken, CFP®
Financial Planner
David Szasz, QAFP®
Financial Planner
