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


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