Trivest Wealth Counsel LTD

Trivest Wealth Counsel, operating under Wellington-Altus Private Counsel, offers a boutique wealth management approach supported by a substantial independent investment dealer firm with over $35 billion in assets. With a focus on ultra-high and high-net-worth individuals, endowments, and institutional firms, their services encompass comprehensive wealth management including portfolio design, advanced tax planning, and centralized reporting.

Their unique approach to wealth management prioritizes goal-setting and risk management over benchmark outperformance. By customizing investment portfolios to align with client objectives while minimizing risk, Trivest Wealth Counsel leverages various strategies such as risk parity and low volatility to provide stability during market volatility. Client investments are securely held with reputable third-party custodians like Fidelity Clearing and National Bank Independent Network to ensure safety and protection.

As a registered Portfolio Manager and Investment Fund Manager, Trivest Wealth Counsel boasts industry affiliations and the expertise of CFA-designated portfolio managers. Their commitment to financial education is evident through media features, educational newsletters, and active involvement in industry associations, making them a trusted partner in wealth management.

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