Shaun Newman Podcast
Shaun Newman Podcast

#1023 - Martin Pelletier

Mar 26, 2026 · 51m

<p>Martin Pelletier, CFA, is a seasoned Calgary-based portfolio manager and financial strategist with over 20 years of experience in institutional equity research and investment management. He is a Senior Portfolio Manager at TriVest Wealth Counsel (part of Wellington-Altus Private Counsel), where he co-manages the firm’s risk-managed balanced fund and oversees customized portfolios for high-net-worth and ultra-high-net-worth clients. Co-founder of the boutique firm TriVest Wealth Counsel, he also serves as an outsourced chief investment officer, writes a regular column for the …

Този епизод все още не е транскрибиран.

Използвайте STT.ai, за да транскрибирате този епизод с ВИ. Вземете точен текст с разпознаване на говорител, часове и износ в няколко формата.

Откриване на звукозапис Часови знаци на нивото на думите Експорт като SRT, TXT, JSON

Още епизоди.