Martin Pelletier
Senior Portfolio Manager @Trivest Wealth At Wellington-Altus Private Counsel
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WORK HISTORY
Senior Portfolio Manager @Trivest Wealth At Wellington-Altus Private Counsel
CA
Martin is a portfolio manager at Wellington-Altus Private Counsel Inc. operating as TriVest Wealth. Our team provides discretionary risk-managed portfolio solutions, investment audit/oversight and advanced tax and estate planning servicing for high net worth private clients and institutions.TriVest Wealth was founded in 2009 and joined the Wellington-Altus family in February 2020. The TriVest team offers a boutique approach to managing wealth backstopped by the significant resources of a $37 billion independent firm with offices across Canada, a cross-border advanced financial planning service and a U.S. Registered Investment Advisor. Our Private Wealth Counsel group provides a fully-integrated wealth management service to ultra-high and high-net-worth private clients, endowments, foundations and institutional firms. This includes portfolio design, tactical asset allocation, advanced tax and estate planning, insurance, philanthropy, and centralized reporting. Martin also co-manages the award winning TWC Risk-Managed Balanced fund.
EDUCATION
CFA Insitute
Chartered Financial Analyst designation, CFA
Canadian Securities Course
Investments and Securities
University of Alberta
B.Comm, Finance
Örebro University
International Business/Finance
SKILLS
ABOUT MARTIN PELLETIER
Martin Pelletier, CFA is a Senior Portfolio Manager & Investment Fund Manager, Author…
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