Welcome to TriVest Wealth Counsel

TriVest is a client-focused wealth management firm offering custom tailored investment solutions for private clients, corporations, institutions,  trusts, estates, endowments and foundations.  TriVest manages portfolios on a discretionary basis and maintains the highest level of industry licensing as Investment Counsellor and Portfolio Manager.  At TriVest, we specialize in working with high net worth families and entrepreneurs with complex situations and “Home Office” requirements.  We work with a family’s legal, tax, and planning advisors or can make introductions as required.

Our Approach to Wealth Management

At TriVest, we believe in custom built segregated portfolios, independent research, risk management, and fair pricing.  We utilize a proprietary "tri-step" investment process in security selection that includes a top-down quantitative screening, an in-depth bottom-up qualitative analysis, and lastly, an option-overlay strategy as  an effective risk-management tool.  Asset mix is top-down utilizing a formal macro process with weights adjusted according to an individual client’s risk tolerance and Investment Policy Statement.  

What Sets Us Apart - the TriVest Difference

The founding principles of TriVest are Trust, Risk Management, and Integrity.  We are always cognisant of the high level of trust and responsibility our clients and their families place with us.  We realize that trust can only be earned through superior communication, strong returns, and expert risk management.  All of our Portfolio Managers are required to have their Chartered Financial Analyst Designation and are bound to the CFA Institute Code of Ethics and Standard of Practice. Our main objective is to “protect and grow” client’s wealth. Our focus on risk management is there to provide peace of mind in all market environments.