Martin Pelletier is the co-founder of TriVest Wealth Counsel Ltd. a Calgary-based investment firm that works primarily with high net worth families providing risk-managed investment oversight, review and asset allocation.
The firm's Family Office Investment Program (FOIP) includes investment audit and review, centralized custody and reporting, institutional level investment due diligence, manager search and selection and the use of Passive, Active, Private and Risk-Managed strategies.
Martin is also a weekly columnist for the Financial Post, and is regularly featured in the media for his views on the market. He is an active volunteer for the Calgary CFA Society, a member of Oilweek Magazine’s class of 2012 Rising Stars and was named to Canada’s top 40 influencers in finance, innovation and risk in December 2017 by Thomson Reuters Canada.
Prior to co-founding TriVest, Martin had an extensive career focused in equity research and capital markets (energy) whereby he provided investment recommendations to institutional fund managers located in Canada, the U.S. and Europe.
CIO, Family Office Executive, financial columnist
Martin Pelletier, CFA