Martin Pelletier

Martin Pelletier

CFA

Senior Portfolio Manager, Investment Counsellor

Martin has over 20 years of investment industry experience including senior-level positions in both institutional equity research and portfolio management.

Prior to co-founding TriVest and its sale to Wellington-Altus, Martin’s career was focused on institutional equity research and capital markets primarily at two top-ranked boutique investment banks. He provided investment recommendations on sectors, commodities, and individual security selections to institutional fund managers located in Canada, the U.S. and Europe and was ranked top-quartile for the value of his investment ideas. This role also at times involved him in special situations providing Board-level advisory on capital market transactions including M&A and corporate restructuring.

Martin is an award winning portfolio manager and is regularly featured in the media as a market strategist including his weekly column to the Financial Post’s Investment Pro section. He is a member of Oilweek Magazine’s class of 2012 Rising Stars, Calgary CFA volunteer of the year (2014), Thomson Reuters Canada’s top 40 social influencers in finance, innovation and risk (2017), a finalist for BlackRock Award for Canadian Portfolio/Discretionary Manager of the Year (2019) (2020), Avenue Living Award for Canadian Portfolio/Discretionary Manager of the Year (2021) and Wealth Professional Canada Leading Portfolio Managers (2019).

Martin holds a Bachelor of Commerce degree with a specialization in finance from the University of Alberta, studied international economics and finance at Örebro University in Sweden, and is a Chartered Financial Analyst (CFA) Charterholder.

Martin grew up in a small farming community in Northern Alberta and believes in the power of positive innovative change having lived in Canada’s first Eco-community. He and his family is also passionate about mental-health awareness initiatives focused on youth impacted by ADHD and Dyslexia. On weekends, his family can be found on a mountain either freestyle/big mountain skiing or downhill biking.