Martin Pelletier
Martin Pelletier is a Senior Portfolio Manager at TriVest Wealth, part of the Wellington-Altus Private Counsel. He is the co-manager of the firm’s risk-managed balanced fund and helps oversee custom built, high net worth and ultra-high net worth private client portfolios. He is also a weekly columnist in the Financial Post's Investment Pro section, where he shares his thoughts on the markets, financial planning, investing, and industry trends. Pelletier is an award-winning portfolio manager and is regularly featured in the media as a market strategist. He has over 20 years of investment industry experience, including senior-level positions in both institutional equity research and portfolio management. He has also been recognized within the industry for his passion for financial education and quality of service provided for his clients. Prior to co-founding TriVest and its sale to Wellington-Altus in early 2020, his career was focused on institutional equity research and capital markets primarily at two top-ranked boutique investment banks.
Martin Pelletier Professional Experience / Academic History
Professional Experience
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Senior Portfolio Manager
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Columnist at Investment Pro
Academic History
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B.Comm., Finance
CAREER
He entered the industry as an analyst, making recommendations on companies for institutional clients.
He provided investment recommendations on energy markets, commodities, and individual security selections to institutional fund managers located in Canada, the U.S. and Europe.
He was an energy equity research analyst at Canaccord Genuity Group, where he partnered with analysts in establishing and growing the firm's equity research.
He has been featured in Bloomberg, Financial Post, Blockworks, Business Wire, Yahoo! Finance, and more.
HONORS & RECOGNITIONS
Member, Oilweek Magazine's Class of 2012 Rising Stars
2017 Thomson Reuters Canada's Top 40 Social Influencers in Finance, Innovation and Risk
2019 & 2020 Finalist, BlackRock Award for Canadian Portfolio/Discretionary Manager of the Year
2021 Avenue Living Award for Canadian Portfolio/Discretionary Manager of the Year
2022 Wealth Professional 5-Star Advisors
2022 TriVest Wealth Professional Asset Manager of the Year