Welcome to our Website

Thank you for taking the time to visit us. TriVest is an Alberta-based wealth management firm offering custom tailored investment solutions for high net-worth private clients, corporations, institutions, trusts, estates, endowments and foundations. 

TriVest manages portfolios on a discretionary basis. This means unlike mutual funds, we offer individually managed accounts for investors looking for professional, one-on-one investment services.

TriVest maintains the highest level of industry licensing as Investment Counsellor and Portfolio Manager (ICPM) and Investment Fund Manager (IFM).  At TriVest, we specialize in working with high net worth families and entrepreneurs with complex situations and “Home Office” requirements.  We also work with a family’s legal, tax, and planning advisors or can make introductions as required.

A Unique Approach to Wealth Management

At TriVest, we believe in risk-managed investment portfolios and funds, independent research, and fair pricing.  Our primary focus is to provide our clients a safer way of investing meaning Less Risk, More Return.

Our investment philosophy and process is structured to provide the highest risk-adjusted returns in the industry. We spend considerable time and resources on managing risk and reducing the volatility in our portfolios. We execute this philosophy through our two main investment products which are managed in-house:

1)       Custom Built Risk-Managed Discretionary Portfolios ($1 million investment minimum)

2)       TWC Risk-Managed Canadian Energy Hedge Fund ($100,000 investment minimum)

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” our clients' wealth. Our focus on risk management is there to provide peace of mind in all market environments. Our clients also have direct access to our Portfolio Managers, which not only enhances communication but also reinforces accountability.