Martin Pelletier, CFA

Why Alberta needs to embrace energy disruption, not fight it

Martin Pelletier is a Portfolio Manager and OCIO (outsourced chief investment officer) at TriVest Wealth Counsel Ltd., a Calgary-based investment firm specializing in discretionary risk-managed portfolios as well as investment audit and oversight services. He is also a weekly columnist for the Financial Post, is regularly featured in the media and a member of Oilweek Magazine’s class of 2012 Rising Stars.

Prior to co-founding TriVest, Martin had an extensive career focused in energy equity research and capital markets whereby he provided investment recommendations to institutional fund managers located in Canada, the U.S. and Europe.

Martin grew up in a small French-Canadian farming community in Northern Alberta, attended the faculty of business at the University of Alberta & University of Örebro Sweden and is a Chartered Financial Analyst (CFA) Charterholder. He is passionate about risk-managed investing, oil & gas development, financial stewardship, sustainable living, and social well-being.

Martin is a former competitor in martial arts, loves finding new places to explore locally and around the world with his wife and two young boys, moved into an Eco-friendly community, is struggling to be carbon-neutral, and still learning daily from the School of Hard Knocks.

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