We encourage you to find out more about the firm and our investment services by contacting us.
Come Give Us a Spin - the TriVest Market Digest
As part of our regular communication with our clients we produce a Weekly Market Digest 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.
Contact Us 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).
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
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
