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CFA
Senior Portfolio Manager
Martin has over 20 years of investment industry experience including senior-level positions in both institutional equity research and portfolio management.
Martin is currently a Senior Portfolio Manager at Wellington-Altus Private Counsel (previously TriVest Wealth), where he is the co-manager of the firm’s risk-managed balanced fund and helps oversee custom built, HNW and UHNW private client portfolios. Prior to co-founding TriVest and its sale to Wellington-Altus in early 2020, 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 energy markets, commodities, and individual security selections to institutional fund managers located in Canada, the U.S. and Europe.
Martin is regularly featured in the media as a market strategist including his weekly column in the Financial Post’s Investment Pro section for the past decade.
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 are 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 mountain biking.
MBA, TEP, PFP, CFA
Senior Portfolio Manager
Craig has over 25 years of senior-management experience in the investment and finance sector. His prior Portfolio Manager and Investment Counsellor positions include the following: Partner/Director of Private Client Portfolio Management Mawer Investment Management; and, Managing Director/Portfolio Manager Cypress Capital Management;
Craig also worked for Royal Bank Financial Group as a Senior Account Manager, Global Private Banking, providing offshore and domestic solutions to high net worth clients, trusts, foundations, and not-for-profits. In addition, he worked as a Trust and Investment Advisor for Royal Trust providing offshore and domestic portfolio management, custody, estate, and IBC formation services.
Craig is a Chartered Financial Analyst (CFA) Charterholder. He obtained a Master of Business Administration degree and a Bachelor of Science (Agriculture) degree from the University of Alberta. In addition, he holds and maintains the Trust and Estate Practitioner (TEP) and Professional Agrologist (P.Ag.) designations and is a Personal Financial Planner (PFP).
Craig enjoys a variety of sports and remains active in the agriculture sector with his family’s farm in Southern Alberta. He is also actively involved in the community and works with his wife for various charities.
Portfolio Associate
Morgan Proulx brings over a decade of wealth management expertise and insight to her role as Portfolio Associate with TriVest Wealth Counsel at Wellington-Altus Private Counsel. Her journey began at the age of 19 at a major Canadian bank working her way up to Financial Advisor, providing custom tailored lending and investment solutions to the bank’s clientele. Morgan subsequently moved into a more senior Associate role working for a Portfolio Management team at a large independent investment advisory firm out of Vancouver, British Columbia. During her four-year tenure she deepened her understanding of wealth planning and investment management. In 2022, Morgan joined Wellington-Altus Private Wealth supporting the firm’s Advisors across Canada before joining the TriVest team in the spring of 2024.
Morgan has completed the Investment Funds in Canada (IFIC) certification, Canadian Securities Course (CSC®), Conduct and Practices Handbook (CPH®), and Wealth Management Essentials (WME®). Morgan’s core competencies lie in cultivating unparalleled relationships, optimizing business operations, and fostering client satisfaction. Beyond her professional endeavors, Morgan is an advocate for personal growth and well-being where she enjoys the camping, kayaking, biking, and hiking.
