Martin Pelletier, CFA

Co-Founder

Calgary, Alberta, Canada24 yrs 5 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Award-winning portfolio manager with proven investment strategies.
Regular contributor to Financial Post, sharing market insights.
Expertise in advanced financial planning for high-net-worth clients.

Stackforce AI infers this person is a seasoned finance professional specializing in wealth management and investment strategies.

Contact

Skills

Core Skills

Portfolio ManagementFinancial Planning

Other Skills

Risk ManagementInvestment ManagementEquity ResearchFinancial ModelingInvestmentsEquitiesCorporate FinanceHedge FundsValuationAlternative InvestmentsInvestment BankingEquity ValuationFinancial AnalysisPrivate EquityAsset Management

About

Martin Pelletier is a Senior Portfolio Manager at Wellington-Altus Private Counsel Inc. He co-founded TriVest Wealth in 2009, and since its partnership with Wellington-Altus in 2020, the firm has continued to deliver tailored wealth management solutions to a diverse clientele. The TriVest Wealth team specializes in serving high-net-worth and ultra-high-net-worth individuals, family offices, endowments, and foundations. The firm provides advanced financial planning—including tax and estate strategies—paired with discretionary, risk-managed investment management. Martin is an award-winning portfolio manager and a recognized market strategist. He is a regular contributor to the Financial Post’s Investment Pro section and is frequently featured in national media for his insights on markets, macroeconomics, and portfolio strategy. He holds a Bachelor of Commerce with a specialization in finance from the University of Alberta, studied international finance at Örebro University in Sweden, and is a Chartered Financial Analyst (CFA) Charterholder. Martin is a strong believer in the power of positive, innovative change. Outside of work, he and his family are passionate about downhill mountain biking, freestyle and big mountain skiing, and supporting youth mental health initiatives—particularly those focused on anxiety, ADHD, and autism.

Experience

24 yrs 5 mos

Total Experience

7 yrs 4 mos

Average Tenure

16 yrs 3 mos

Current Experience

trivest wealth at wellington-altus private counsel

Senior Portfolio Manager

Feb 2020 – Present · 6 yrs 2 mos · Calgary, Canada Area

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.

Portfolio ManagementRisk ManagementFinancial PlanningInvestment Management

Beaumont select corporations inc.

Director (Board Member)

May 2012 – Oct 2014 · 2 yrs 5 mos · Calgary, Canada Area

Martin was appointed to Beaumont's Board of Directors in June 2012. He left the position upon finalizing his work on the Independent Committee resulting in the successful privatization of the company and buy-out of the minority shareholders. At the time, Beaumont Select Corporations Inc. was a publicly-listed management corporation, managing a portfolio of equity securities in excess of $50 million in addition to assets in the food processing and real estate industries.

Financial post

Columnist (FP Investment Pro)

Jan 2010 – Present · 16 yrs 3 mos

Martin is a weekly columnist in the Financial Post's Investment Pro section whereby he shares his thoughts on the markets, financial planning, investing, and industry trends.

Trivest wealth counsel ltd.

Co-Founder/Portfolio Manager

Oct 2009 – Feb 2020 · 10 yrs 4 mos

Martin co-founded TriVest Wealth in 2009 and subsequently sold to Wellington-Altus to form the launch of its Investment Counsel Portfolio Manager (ICPM), Investment Fund Manager (IFM) division in February 2020.

Canaccord genuity group inc.

Energy Equity Research (Analyst)

Jan 2004 – Dec 2007 · 3 yrs 11 mos

As a Brendan Woods ranked energy analyst, Martin partnered with another senior analyst in establishing and growing Canaccord Capital's E&P equity research. He provided investment recommendations on sectors, commodities, and individual security selections to institutional fund managers located in Canada, the U.S. and Europe. Martin was ranked top-quartile for the value of his investment ideas and knowledge of the sector.

Gmp securities

Energy Equity Research (Associate)

Jan 2000 – Jan 2004 · 4 yrs · Calgary, Canada Area

Martin worked under the guidance a top ranked Canadian energy analyst. Martin's duties included extensive financial modeling, preparing and writing of research on sectors, commodities, and individual security selections.