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
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
Investment Management and Strategy Team
TriCert Investment Counsel
Dave Gill, CFA®, MBA
Portfolio Manager
Lee Grimshaw, CFA®
Portfolio Manager
Nicholas Leach, CFA®
Portfolio Manager
Grayson Waechter, CFA®
Portfolio Manager
Brayden Morris, CIM®
Associate Portfolio Manager
Portfolio Management Team
TriCert Investment Counsel
Krishna Beharry, CIM®
Portfolio Manager
Candis Fitch, CIM®, CIWM
Portfolio Manager
Ryan Hayes, CIM®
Associate Portfolio Manager
Matt Hoggarth, CIM®
Portfolio Manager
Fred Mabee, CFP®, CIM®
Portfolio Manager
Robert Montague, CFP®, CIM®
Associate Portfolio Manager
Andrew Nonis, CFA®
Portfolio Manager
Abby Saurette, CIM®
Associate Portfolio Manager
Matthew Town, CIM®
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®
Team Lead, Senior Financial Planner
Matt McCracken, CFP®
Financial Planner
David Szasz, QAFP®
Financial Planner
