Wellington-Altus Private Council Inc., operating as TriVest Wealth offers risk-managed investment & planning services to HNW private clients and institutions.
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. 🙏
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
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
Our senior portfolio manager @MPelletierCIO shares our views on this market including energy hedging and other strategies via @BNNBloomberg https://t.co/kvMwrvCRam
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
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
How can investors find certainty in today's market?
Martin Pelletier, senior portfolio manager at Wellington-Altus Private Counsel, joins BNN Bloomberg to discuss the outlook on the markets. https://t.co/iuJ6NQdXBr
Our senior PM Steve Rowles, CFA provides and update on markets, Canada/US trade and two of his picks $MSFT and $T via @BNNBloomberg https://t.co/5xq6ElgWeL
Our senior portfolio manager @MPelletierCIO thoughts on the state of Canada's oil sector after U.S. actions in Venezuela. @CTVNews https://t.co/BoA7ksakJt