TriVest Wealth

Wellington-Altus Private Council Inc., operating as TriVest Wealth offers risk-managed investment & planning services to HNW private clients and institutions.

[TriVest Wealth @TWC_TriVest]

Welcome to TriVest Wealth Counsel

[TriVest Wealth @TWC_TriVest]

TWC Risk-Managed Balanced Fund allocation and performance update. Still holding a 12% cash position and derisking equity positioning and the types of structured notes we do heading into the remainder of 2026. Even added some long dated UST with a 2x upside, 1x downside note.

[TriVest Wealth @TWC_TriVest]

For some of our latest thoughts on markets ⬇️

[Martin Pelletier @MPelletierCIO]

Everyone is talking about AI and Big Tech earnings. Few are paying attention to what's happening in the bond market. That may be a mistake, a big mistake.

U.S. real yields have climbed to levels that historically matter for equity valuations, portfolio positioning, and future returns. The bond market may be sending a message that stock investors are overlooking.
@greg_bonnell @TD_DirectInvest
https://t.co/BEA80cXhno

[TriVest Wealth @TWC_TriVest]

Our latest update on our TWC risk-Managed Balanced Growth fund - performance and asset allocation.

[TriVest Wealth @TWC_TriVest]

Congrats to our senior portfolio manager @MPelletierCIO https://t.co/O9jI9mrSHi

[TriVest Wealth @TWC_TriVest]

Our latest market strategy piece. https://t.co/vDo4QXggxn

[TriVest Wealth @TWC_TriVest]

Congrats to our senior portfolio manager @MPelletierCIO for @wealth_pro @WealthProCA on beign named 2026 5-Star Advisor.

[Martin Pelletier @MPelletierCIO]

Humbled and deeply grateful to share that my first book, Investing Through the Storm: How to Preserve and Grow Your Wealth in Uncertain Times, will be published this December by @harrimanhouse

This project has been years in the making, a practical guide drawn from lessons learned through market cycles, client conversations, and the privilege of stewarding capital in volatile times. None of this would have been possible without the support of my family, colleagues, mentors, and the incredible investors and readers who’ve followed my work over the years. Thank you.

If you’re navigating today’s uncertainty and looking for a clear framework to protect and grow wealth, I’d be honoured if you pre-ordered a copy. Your support means the world. Pre-order here: https://t.co/BJUxGDZQSv
or here
https://t.co/j76HlU4nsq

Looking forward to sharing more as we get closer to launch. Grateful for this journey. 🙏

[TriVest Wealth @TWC_TriVest]

Our Senior Portfolio Manager Steve Rowles provides a @BNNBloomberg update on some stock he likes for his clients. https://t.co/ohwhc0cMdf

[TriVest Wealth @TWC_TriVest]

Our senior @MPelletierCIO was on @BNNBloomberg this morning on U.S. earnings, the risks that lie ahead, and how we're positioning. https://t.co/a5JDTGZm0A

[Martin Pelletier @MPelletierCIO]

https://t.co/IhhT5UYhjE

[TriVest Wealth @TWC_TriVest]

Our senior PM, @MPelletierCIO highlights one of the most important factors to look for when hiring someone to manage your wealth. https://t.co/sS8uN4EYSk

[TriVest Wealth @TWC_TriVest]

Our latest market strategy piece. https://t.co/qBoT1Ziuxt

[TriVest Wealth @TWC_TriVest]

Our senior portfolio manager @MPelletierCIO shares our views on this market including energy hedging and other strategies via @BNNBloomberg https://t.co/kvMwrvCRam

[TriVest Wealth @TWC_TriVest]

Our TWC Risk-Managed Balanced Growth fund Q1/2026 performance update.

[TriVest Wealth @TWC_TriVest]

Think old companies are boring? Think again! @JonErlichman interviews our senior portfolio manager Steve Rowles on when old school can be new school when investing. https://t.co/TIDP0RsgNn

[TriVest Wealth @TWC_TriVest]

Our senior portfolio manager @MPelletierCIO Financial Post this week about finding opportunities in this oil shock crisis.
https://t.co/VcC8j9Bsl2

[Martin Pelletier @MPelletierCIO]

Our TWC RM Balanced Growth fund just posted one of our strongest one-month returns in its history. So proud of our @TriVest_WAPC team.

[TriVest Wealth @TWC_TriVest]

Our senior portfolio manager Steve Rowles was on @BNNBloomberg today to discuss our outlook for the markets along with a few stock ideas and strategies. https://t.co/hQdK5E94TT

[TriVest Wealth @TWC_TriVest]

Our senior PM, Steve Rowles, on @BNNBloomberg this morning sharing some of our firm's top stock picks/positions. https://t.co/wFcOttkmFJ