Meet our team
Leadership
Mike Gassewitz
President & CEO
TriCert Financial Group
Sam Zahnd, CPA
CFO, CCO
TriCert Investment Counsel
Brian Durno, CFP®, CFA®
Chief Investment Officer
TriCert Investment Counsel
Joel Baker, CIM, MBA
Chief Investment Strategist
TriCert Investment Counsel
Karan B. Sehgal
Vice President, Products & Solutions
TriCert Investment Counsel
Oliver Lee, BMath
Vice President, Life Insurance & Living Benefits
TriCert Insurance Agency
Abdeen Wahab
Vice President, Client Care & Operations
TriCert Investment Counsel
Rachelle Davidson-Evans
Vice President, Organizational Effectiveness
TriCert Investment Counsel
Vicki Tsang
Manager, Client Services
TriCert Investment Counsel
Portfolio 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, CFA®
Portfolio Manager
Fred Mabee, CFP®, CIM®
Portfolio Manager
Robert Montague, CFP®, CIM®
Associate Portfolio Manager
Brayden Morris, CIM®
Associate Portfolio Manager
Andrew Nonis, CFA®
Portfolio Manager
Abby Saurette, CIM®
Associate Portfolio Manager
Matthew Town, CIM®
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
Wealth Operations Team
TriCert Investment Counsel
Brenda Annett
Associate, Wealth Operations
Veda Atmakuri
Associate, Wealth Operations
Kathy Chiu
Associate, Wealth Operations
Danny Giang
Operations Administrator
Ashley Hiusser
Team Lead, Client Services
Oleksii (Alex) Kyrychenko
Associate, Wealth Operations
Yasmine Mahfouz
Lead, Investment Operations
Tania Malhotra
Operations, Administrator
Simran Palak
Associate, Wealth Operations
Vieronika Pyrih
Senior Associate, Wealth Operations
Jagdeep Sivia
Associate, Wealth Operations
Komal Wahab
Associate, Wealth Operations
Financial Planning Team
TriCert Private Wealth, a division of TriCert Investment Counsel
Ashley Carter, CFP®
Team Lead, Senior Financial Planner
Kara Cosford
Financial Planning Administrator
Matt McCracken, CFP®
Financial Planner
