Contact Us 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.
We encourage you to find out more about the firm and our investment services by contacting:
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