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 …

Episode iki durung ditranskripsi

Gunakaké STT.ai kanggo ngrekam episode iki nganggo AI. Njupuk teks sing bener karo deteksi juru basa, timestamp, lan ekspor ing macem-macem format.

Deteksi pamuter Templat:Word-level timestamps Eksport minangka SRT, TXT, JSON

Episode