 Our partners are sometimes quoted in various business and financial newspapers and websites, which we've included a few below.
We also produce a Weekly Market Digest for our clients, which provides our views and interpretations of the market place and identifies interesting market related tid-bits and/or emerging trends. If you are interested in giving us a trial-run, please contact us and we will add you to our distribution list for a month.
TriVest Market Digest
http://www.trivestwealth.com/newsletters/trivest_weekly_newsletter-january.pdf
TriVest In the News
http://www.investingthesis.com/analysis-insights/discussing-the-outlook-for-crude-oil-and-natural-gas-equities-with-martin-r-pelletier-of-trivest-wealth-counsel/ Outlook for Crude Oil and Nat. Gas Equities and General Market Overview with Martin R. Pelletier of TriVest Wealth Counsel.
http://seekingalpha.com/instablog/71637-arjun-rudra/36177-deciphering-the-markets-with-craig-stanford-of-trivest-wealth-counsel
With US industrial production numbers for October coming in at a 4 month low of 0.1% versus expectations of 0.4%, investors managed to drive up the major averages to end the day in positive territory. The Dow closed up by 30.46 points or 0.3% at 10,437.42, the Nasdaq advanced by 5.93 points or 0.3% to 2,203.78 and the S&P 500 rose by 1.02 points or 0.1% to 1,110.32. Before jumping into these markets, one must ask the question: are the markets overvalued? When considering investing in turbulent times such as these, how does one manage risk? These are a few on the questions I posed to portfolio manager, Craig Stanford of TriVest Wealth Counsel.
http://www.calgaryherald.com/business/majors+healthy+gains/2121561/story.html On the flip side, gas producers are facing a "challenging quarter" depending on the value of their hedges, added Martin Pelletier with TriVest Wealth Counsel. "On a 30,000 foot view, given that the majority of producers in Alberta are gas weighted, we had a pretty abysmal quarter for gas prices."
http://www2.canada.com/edmontonjournal/news/business/story.html?id=a39faf43-cd36-4058-a631-40b1c9b189f2
Martin Pelletier, the managing director of Calgary-based TriVest Wealth Counsel said it's still too early to tell if the uptick in acquisition activity in the U.S. will spill over to Canada. "Given a lot of what we've seen with Chesapeake and XTO, there's certainly been a rebound in interest in natural gas. The question is whether it will manifest itself in acquisition opportunities here in Canada," he said in an interview. "Given some of the transactions we've seen, it appears some of the U.S. gas producers are taking a long-term bullish view on natural gas."
http://vlaadco.com/bills_buzz.php?y=2009&m=10
Martin Pelletier and Craig Stanford have founded TriVest Wealth Counsel as Managing Director, Portfolio Managers. Previously, Martin was an Investment Banking Consultant with Peterson Capital Corp and Craig was at Brickburn Asset Management as Managing Director, Portfolio Manager.
http://www.calgaryherald.com/sports/Rotarian+rises+real+estate+developer/2297699/story.html
A new boutique wealth management firm has chosen The Lorraine, the elegantly renovated historic building on 12th Avenue S.W. as its home. TriVest Wealth Counsel was founded earlier this year by Craig Stanford and Martin Pelletier, who left large investment houses to launch their company focused on tailored investment solutions for high net worth families and entrepreneurs.
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