EPISODE · Mar 26, 2026 · 51 MIN
#1023 - Martin Pelletier
from Shaun Newman Podcast · host Shaun Newman
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 Financial Post, and frequently comments on macroeconomics, markets, and wealth management in the media.Silver Gold Bull Links:Website: https://silvergoldbull.ca/Email: [email protected] Grahame: (587) 441-9100Bow Valley Credit UnionBitcoin: www.bowvalleycu.com/en/personal/investing-wealth/bitcoin-gatewayEmail: [email protected] Get your voice heard: Text Shaun 587-217-8500
Embed this episode
NOW PLAYING
#1023 - Martin Pelletier
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.