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 …
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