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Find Out More About TriVest Wealth 

TriVest Wealth Counsel Ltd. manages portfolios on a discretionary basis and maintains the highest level of industry licensing as Investment Counsellor and Portfolio Manager (ICPM) and Investment Fund Manager (IFM).

TriVest maintains a small client/portfolio manager ratio to ensure the highest level of communication and service. The minimum investment required to establish a client relationship is one million dollars of investible assets per household.


Please contact us if you would like to find out about our firm and our services. 


TriVest Wealth Counsel Ltd.
Suite 103, 620 12th Avenue SW
Calgary, Alberta
T2R 0H5

Main: 1.855.565.8378


 

Craig B. Stanford, MBA, TEP, PFP, CFA
Managing Director, Portfolio Manager
403.536.6443



Martin R. Pelletier, CFA
Managing Director, Portfolio Manager
403.536.6444


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