Email:    inquiry@trivestwealth.com                                                                                                                                                                                                     TriVest InVest Wisely - click here to subscribe

Tel:        1.888.827.6781

 

Suite 1250, 1122 Fourth Street SW

Calgary, Alberta

T2R 1M1

 

© 2018 by TRIVEST WEALTH COUNSEL LTD​. All rights reserved

 

Click here to access your TriVest client account

 

 

  • c-tbird
  • LinkedIn Classic
  • YouTube Social  Icon

Our Founding Partners

"Coming together is a beginning. Keeping together is progress. Working together is success." - Henry Ford

 

Martin Pelletier, CFA

Managing Director, Portfolio Manager

Martin's has over 20 years of investment industry experience including senior-level positions in both institutional equity research and portfolio management. This includes his current role as a Chief Investment Officer for some select family and multi-family offices overseeing their private and public investment portfolios.

 

Prior to co-founding TriVest, Martin's career was focused on institutional equity research and capital markets primarily at two top-ranked boutique investment banks.  He provided investment recommendations on sectors, commodities, and individual security selections to institutional fund managers located in Canada, the U.S. and Europe and was ranked top-quartile for the value of his investment ideas and knowledge of the energy sector. This role also at times involved him in special situations providing Board-level advisory on capital market transactions including M&A and corporate restructuring. 

Martin is regularly featured in the media and is a weekly columnist for the Financial Post. He is often sought out for his expertise on risk-managed investing in both the energy and non-energy sectors. Martin is also a member of Oilweek Magazine's class of 2012 Rising Stars and was named to Canada’s top 40 influencers in finance, innovation and risk in December 2017 by Thomson Reuters Canada.

 

Martin holds a Bachelor of Commerce degree with a specialization in finance from the University of Alberta, studied international economics and finance at Örebro University in Sweden, and is a Chartered Financial Analyst (CFA) Charterholder.

Martin is active in the Calgary CFA Society and was the volunteer of the year in 2014. Outside of the industry, he volunteers and fund raises for a number of mental health awareness initiatives. He enjoys a number of sports including skiing, downhill mountain biking, Muay Tai kickboxing, and is a black belt and former competitor in Tae Kwon do. Most importantly, he enjoys the many adventures with his wife and two boys.

 

​Craig Stanford, MBA, TEP, PFP, CFA

Managing Director, Portfolio Manager

Craig has over 25 years of senior-management experience in the investment and finance sector. His prior Portfolio Manager and Investment Counsellor positions include the following: Partner/Director of Private Client Portfolio Management Mawer Investment Management; and, Managing Director/Portfolio Manager Cypress Capital Management; ​

Craig also worked for Royal Bank Financial Group as a Senior Account Manager, Global Private Banking, providing offshore and domestic solutions to high net worth clients, trusts, foundations, and not-for-profits. In addition, he worked as a Trust and Investment Advisor for Royal Trust providing offshore and domestic portfolio management, custody, estate, and IBC formation services. 

Craig is a Chartered Financial Analyst (CFA) Charterholder. He obtained a Master of Business Administration degree and a Bachelor of Science (Agriculture) degree from the University of Alberta. In addition, he holds and maintains the Trust and Estate Practitioner (TEP) and Professional Agrologist (P.Ag.) designations and is a Personal Financial Planner (PFP).

Craig enjoys a variety of sports and remains active in the agriculture sector with his family's farm in Southern Alberta. He is also actively involved in the community and works with his wife for various charities.