#1023 - Martin Pelletier - Shaun Newman Podcast

What this episode covers

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

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Frequently Asked Questions

How long is this episode of Shaun Newman Podcast?

This episode is 51 minutes long.

When was this Shaun Newman Podcast episode published?

This episode was published on March 26, 2026.

What is this episode about?

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...

Can I download this Shaun Newman Podcast episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.