{"id":123,"date":"2019-07-03T16:40:22","date_gmt":"2019-07-03T16:40:22","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel-1\/?page_id=123"},"modified":"2026-02-24T14:26:55","modified_gmt":"2026-02-24T14:26:55","slug":"meet-the-team","status":"publish","type":"page","link":"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/meet-the-team\/","title":{"rendered":"Meet the Team"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"123\" class=\"elementor elementor-123\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2eac59d e-con-full e-flex e-con e-parent\" data-id=\"2eac59d\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-bf062cb e-con-full e-flex e-con e-child\" data-id=\"bf062cb\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1c7bcc3 elementor-widget elementor-widget-image\" data-id=\"1c7bcc3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"500\" height=\"135\" src=\"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2020\/04\/WAPC-TriVest-Wealth-Counsel-KO.png\" class=\"attachment-large size-large wp-image-301\" alt=\"TriVest Wealth Counsel\" srcset=\"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2020\/04\/WAPC-TriVest-Wealth-Counsel-KO.png 500w, https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2020\/04\/WAPC-TriVest-Wealth-Counsel-KO-300x81.png 300w\" sizes=\"(max-width: 500px) 100vw, 500px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9ed4ba7 elementor-widget elementor-widget-heading\" data-id=\"9ed4ba7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Meet the Team<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-a3b1ffe e-flex e-con-boxed e-con e-parent\" data-id=\"a3b1ffe\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-e1f157c e-con-full e-flex e-con e-child\" data-id=\"e1f157c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a0403fc elementor-widget elementor-widget-image\" data-id=\"a0403fc\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1818\" height=\"1818\" src=\"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2021\/07\/Martin-Pelletier-Bio.jpg\" class=\"attachment-full size-full wp-image-502\" alt=\"Martin-Pelletier\" srcset=\"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2021\/07\/Martin-Pelletier-Bio.jpg 1818w, https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2021\/07\/Martin-Pelletier-Bio-300x300.jpg 300w, https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2021\/07\/Martin-Pelletier-Bio-1024x1024.jpg 1024w, https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2021\/07\/Martin-Pelletier-Bio-150x150.jpg 150w, https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2021\/07\/Martin-Pelletier-Bio-768x768.jpg 768w, https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2021\/07\/Martin-Pelletier-Bio-1536x1536.jpg 1536w\" sizes=\"(max-width: 1818px) 100vw, 1818px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-9a29c3b e-con-full e-flex e-con e-child\" data-id=\"9a29c3b\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;none&quot;,&quot;animation_delay&quot;:200}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-41023cf elementor-widget elementor-widget-heading\" data-id=\"41023cf\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Martin Pelletier<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-97da729 elementor-widget elementor-widget-text-editor\" data-id=\"97da729\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>CFA<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-53285f0 elementor-widget elementor-widget-text-editor\" data-id=\"53285f0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Senior Portfolio Manager<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0e3ea19 elementor-widget elementor-widget-text-editor\" data-id=\"0e3ea19\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Martin has over 20 years of investment industry experience including senior-level positions in both institutional equity research and portfolio management.<\/p><p>Martin is currently a Senior Portfolio Manager with <span data-teams=\"true\">Trivest Wealth at Wellington-Altus Private Counsel<\/span>, where he is the co-manager of the firm\u2019s 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\u2019s 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.<\/p><p>Martin is regularly featured in the media as a market strategist including his weekly column in the Financial Post\u2019s Investment Pro section for the past decade.<\/p><p>Martin holds a Bachelor of Commerce degree with a specialization in finance from the University of Alberta, studied international economics and finance at \u00d6rebro University in Sweden, and is a Chartered Financial Analyst (CFA) Charterholder.<\/p><p>Martin grew up in a small farming community in Northern Alberta and believes in the power of positive innovative change having lived in Canada\u2019s 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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bf7295c elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"bf7295c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"tel:+1-403-536-6444\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-phone\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">403.536.6444<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"mailto:martin.pelletier@wellington-altus.ca\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-envelope\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">martin.pelletier@wellington-altus.ca<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-9c1095f e-flex e-con-boxed e-con e-parent\" data-id=\"9c1095f\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-f1f3188 e-con-full e-flex e-con e-child\" data-id=\"f1f3188\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5f6ce66 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"5f6ce66\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-57d939f e-flex e-con-boxed e-con e-parent\" data-id=\"57d939f\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-a49c475 e-con-full e-flex e-con e-child\" data-id=\"a49c475\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-58934b5 animated-slow elementor-widget elementor-widget-image\" data-id=\"58934b5\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1818\" height=\"1818\" src=\"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2021\/07\/Craig-Stanford-Bio.jpg\" class=\"attachment-full size-full wp-image-503\" alt=\"\" srcset=\"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2021\/07\/Craig-Stanford-Bio.jpg 1818w, https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2021\/07\/Craig-Stanford-Bio-300x300.jpg 300w, https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2021\/07\/Craig-Stanford-Bio-1024x1024.jpg 1024w, https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2021\/07\/Craig-Stanford-Bio-150x150.jpg 150w, https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2021\/07\/Craig-Stanford-Bio-768x768.jpg 768w, https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2021\/07\/Craig-Stanford-Bio-1536x1536.jpg 1536w\" sizes=\"(max-width: 1818px) 100vw, 1818px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-f10d8c1 animated-slow e-con-full e-flex e-con e-child\" data-id=\"f10d8c1\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;none&quot;,&quot;animation_delay&quot;:200}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5a4cffe elementor-widget elementor-widget-heading\" data-id=\"5a4cffe\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Craig Stanford<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2a7c790 elementor-widget elementor-widget-text-editor\" data-id=\"2a7c790\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>MBA, TEP, PFP, CFA<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f0363f0 elementor-widget elementor-widget-text-editor\" data-id=\"f0363f0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Senior Portfolio Manager<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2b37210 elementor-widget elementor-widget-text-editor\" data-id=\"2b37210\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>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;<\/p><p>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.<\/p><p>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).<\/p><p>Craig enjoys a variety of sports and remains active in the agriculture sector with his family&#8217;s farm in Southern Alberta. He is also actively involved in the community and works with his wife for various charities.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-820fe74 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"820fe74\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"tel:+1-403-536-6443\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-phone\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">403.536.6443<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"mailto:craig.stanford@wellington-altus.ca\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-envelope\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">craig.stanford@wellington-altus.ca<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-c3393b3 e-flex e-con-boxed e-con e-parent\" data-id=\"c3393b3\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-91997f1 e-con-full e-flex e-con e-child\" data-id=\"91997f1\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8d1831b elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"8d1831b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-087f137 e-flex e-con-boxed e-con e-parent\" data-id=\"087f137\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-6bedadf e-con-full e-flex e-con e-child\" data-id=\"6bedadf\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-741f162 animated-slow elementor-widget elementor-widget-image\" data-id=\"741f162\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2025\/03\/Rowles-Steve.webp\" class=\"attachment-full size-full wp-image-1360\" alt=\"An image of Rowles Steve\" srcset=\"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2025\/03\/Rowles-Steve.webp 800w, https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2025\/03\/Rowles-Steve-300x300.webp 300w, https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2025\/03\/Rowles-Steve-150x150.webp 150w, https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2025\/03\/Rowles-Steve-768x768.webp 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-38f1764 animated-slow e-con-full e-flex e-con e-child\" data-id=\"38f1764\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;none&quot;,&quot;animation_delay&quot;:200}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a0b5b5d elementor-widget elementor-widget-heading\" data-id=\"a0b5b5d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Steven Rowles<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4aa1afa elementor-widget elementor-widget-text-editor\" data-id=\"4aa1afa\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Senior Portfolio Manager<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-db5e5da elementor-widget elementor-widget-text-editor\" data-id=\"db5e5da\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>CFA<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e224501 elementor-widget elementor-widget-text-editor\" data-id=\"e224501\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Steven has over thirty years of asset management experience, including international institutional and private wealth positions.<\/p><p>Steven is currently a Senior Portfolio Manager at Wellington-Altus Private Counsel. With his well-rounded experience in the capital markets, he develops and manages investment portfolios for individuals and families. Steven began his career in private wealth at a large Vancouver-based investment firm as a private client advisor. He then spent 12 years in Asia, working with two leading investment firms. In Hong Kong, he served as a global market strategist conducting macroeconomic and foreign exchange research within fixed-income markets. In Singapore, he led business development and product strategy. Most recently, Steven was a Client Portfolio Manager at an independent Canadian investment firm working out of their Calgary office.<\/p><p>Steven graduated from the University of British Columbia with a BA in History (minoring in Economics).<\/p><p>Steven is an active member in his community. He currently sits on the Board of Directors of the Mount Royal University Foundation. He is also an advocate for mental health and suicide prevention awareness and founded the Mindful Men Association in 2024.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2ec0960 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"2ec0960\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"tel:+1-403-906-3372\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-phone\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">403.906.3372<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"mailto:steven.rowles@wellington-altus.ca\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-envelope\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">steven.rowles@wellington-altus.ca<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-bd2201f e-flex e-con-boxed e-con e-parent\" data-id=\"bd2201f\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-9de6c79 e-con-full e-flex e-con e-child\" data-id=\"9de6c79\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-54e0e6e elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"54e0e6e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-37d1805 e-flex e-con-boxed e-con e-parent\" data-id=\"37d1805\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-de8720c e-con-full e-flex e-con e-child\" data-id=\"de8720c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d66fbc7 elementor-widget elementor-widget-image\" data-id=\"d66fbc7\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2024\/05\/Morgan-Proulx.jpg\" class=\"attachment-full size-full wp-image-669\" alt=\"Morgan Proulx\" srcset=\"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2024\/05\/Morgan-Proulx.jpg 800w, https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2024\/05\/Morgan-Proulx-300x300.jpg 300w, https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2024\/05\/Morgan-Proulx-150x150.jpg 150w, https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2024\/05\/Morgan-Proulx-768x768.jpg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-49edb68 e-con-full e-flex e-con e-child\" data-id=\"49edb68\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;none&quot;,&quot;animation_delay&quot;:200}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-80c77e3 elementor-widget elementor-widget-heading\" data-id=\"80c77e3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Morgan Proulx<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a08314d elementor-widget elementor-widget-text-editor\" data-id=\"a08314d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Portfolio Associate<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-038ae24 elementor-widget elementor-widget-text-editor\" data-id=\"038ae24\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>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\u2019s 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\u2019s Advisors across Canada before joining the TriVest team in the spring of 2024.<\/p><p>Morgan has completed the Investment Funds in Canada (IFIC) certification, Canadian Securities Course (CSC\u00ae), Conduct and Practices Handbook (CPH\u00ae), and Wealth Management Essentials (WME\u00ae). Morgan\u2019s 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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2d975f1 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"2d975f1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"tel:+1-403-407-9603\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-phone\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">403.407.9603<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"mailto:morgan.proulx@wellington-altus.ca\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-envelope\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">morgan.proulx@wellington-altus.ca<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Meet the Team Martin Pelletier 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 with Trivest Wealth at Wellington-Altus Private Counsel, where he is the co-manager of the firm\u2019s risk-managed balanced fund and [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"class_list":["post-123","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-json\/wp\/v2\/pages\/123","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-json\/wp\/v2\/comments?post=123"}],"version-history":[{"count":51,"href":"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-json\/wp\/v2\/pages\/123\/revisions"}],"predecessor-version":[{"id":2002,"href":"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-json\/wp\/v2\/pages\/123\/revisions\/2002"}],"wp:attachment":[{"href":"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-json\/wp\/v2\/media?parent=123"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}