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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), an award winning portfolio management firm (Wealth Professional 5-Star Asset Manager 2022), 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. 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), Wealth Professional Canada Leading Portfolio Managers (2019), 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 is a Wealth Professional 5-Star Advisor (2022).
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
Kathy has been in the financial industry for 20 years and holds her Bachelor of Commerce degree with a major in Finance. Prior to joining Wellington-Altus Private Counsel, she worked as a Senior Financial Advisor at a Canadian bank overseeing 250 households. Wanting to phase into retirement, Kathy stepped away from being an advisor and has been in a supporting role as Portfolio Associate for the past three years. For fun, Kathy enjoys spending time with her husband Geoff and her two adult children, Jefferson and Miranda. In her spare time she is quite active hiking, running, fishing, curling and cross country skiing.
