{"id":6,"date":"2019-07-02T14:01:40","date_gmt":"2019-07-02T14:01:40","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel-1\/?page_id=6"},"modified":"2026-02-23T14:55:16","modified_gmt":"2026-02-23T14:55:16","slug":"home","status":"publish","type":"page","link":"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/","title":{"rendered":"Home"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"6\" class=\"elementor elementor-6\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7a661b8 e-flex e-con-boxed e-con e-parent\" data-id=\"7a661b8\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;none&quot;,&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-b7a24a1 e-con-full e-flex e-con e-child\" data-id=\"b7a24a1\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-9f46345 elementor-widget elementor-widget-image\" data-id=\"9f46345\" 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 decoding=\"async\" src=\"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/elementor\/thumbs\/WAPC-TriVest-Wealth-Counsel-KO-pikuqml4z2x67fsjiu2357aoqr7m8uyolx2cjivijo.png\" title=\"TriVest Wealth Counsel\" alt=\"TriVest Wealth Counsel\" loading=\"lazy\" \/>\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-96f2529 elementor-widget elementor-widget-text-editor\" data-id=\"96f2529\" 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>The Trivest Wealth Counsel team at Wellington-Altus Private Counsel offers a boutique approach to managing wealth backstopped by the significant resources of over $40 billion independent investment dealer firm and affiliates with offices across Canada, a cross-border advanced financial planning service and a U.S. Registered Investment Advisor.<\/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-520b03e elementor-align-center elementor-widget elementor-widget-button\" data-id=\"520b03e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/meet-the-team\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Meet The Team<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\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-8aed65f e-con-full e-flex e-con e-parent\" data-id=\"8aed65f\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-03995d5 e-con-full e-flex e-con e-child\" data-id=\"03995d5\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-66db53d elementor-widget elementor-widget-spacer\" data-id=\"66db53d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\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<div class=\"elementor-element elementor-element-89689fd e-con-full elementor-hidden-mobile e-flex e-con e-child\" data-id=\"89689fd\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6d1b5b0 elementor-widget elementor-widget-spacer\" data-id=\"6d1b5b0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\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<div class=\"elementor-element elementor-element-5685e16 e-con-full elementor-hidden-mobile e-flex e-con e-child\" data-id=\"5685e16\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-08ca826 elementor-widget elementor-widget-spacer\" data-id=\"08ca826\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\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<div class=\"elementor-element elementor-element-920e279 e-con-full elementor-hidden-mobile e-flex e-con e-child\" data-id=\"920e279\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-95d1cc1 elementor-widget elementor-widget-spacer\" data-id=\"95d1cc1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\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<\/div>\n\t\t<div class=\"elementor-element elementor-element-1516269 e-flex e-con-boxed e-con e-parent\" data-id=\"1516269\" 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-2232b32 e-con-full e-flex e-con e-child\" data-id=\"2232b32\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-80e6d16 elementor-widget elementor-widget-heading\" data-id=\"80e6d16\" 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\">Welcome to Wellington-Altus Private Counsel Inc.<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c49340c elementor-widget elementor-widget-text-editor\" data-id=\"c49340c\" 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>Wellington-Altus Private Counsel Inc. is a portfolio management and investment fund management firm and member of the Wellington-Altus Financial Inc. group of companies (Wellington- Altus). Wellington-Altus also includes Wellington-Altus Private Wealth Inc., which is the top-rated* investment dealer in Canada and one of Canada&#8217;s Best Managed Companies. With over $40 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors, portfolio managers, and their high-net-worth clients.<\/p><p>Our Private Wealth Counsel provides a fully-integrated wealth management service to ultra-high and high-net-worth private clients, endowments, foundations and institutional firms. This includes portfolio design, tactical asset allocation, a fiduciary and outsourced chief investment officer service, advanced tax and estate planning, insurance, philanthropy, and centralized reporting.<\/p><p>As a client we will work with you to instill confidence that your wealth will last for your lifetime and beyond\u2014whether that be here in Canada or abroad.<\/p><p><em>*Investment Executive 2025 Brokerage Report Card<\/em><\/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-c20c5d0 elementor-align-center elementor-widget elementor-widget-button\" data-id=\"c20c5d0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-lg\" href=\"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2025\/06\/WAPC-brochure-new-June-2025.pdf\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-icon\">\n\t\t\t\t<i aria-hidden=\"true\" class=\"far fa-file\"><\/i>\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Click here to view our TriVest brochure<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\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-3affc05 e-flex e-con-boxed e-con e-parent\" data-id=\"3affc05\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-40e76f5 e-con-full e-flex e-con e-child\" data-id=\"40e76f5\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-bbe4378 elementor-tabs-view-horizontal elementor-widget elementor-widget-tabs\" data-id=\"bbe4378\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"tabs.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-tabs\">\n\t\t\t<div class=\"elementor-tabs-wrapper\" role=\"tablist\" >\n\t\t\t\t\t\t\t\t\t<div id=\"elementor-tab-title-1971\" class=\"elementor-tab-title elementor-tab-desktop-title\" aria-selected=\"true\" data-tab=\"1\" role=\"tab\" tabindex=\"0\" aria-controls=\"elementor-tab-content-1971\" aria-expanded=\"false\">Advanced Wealth Management<\/div>\n\t\t\t\t\t\t\t\t\t<div id=\"elementor-tab-title-1972\" class=\"elementor-tab-title elementor-tab-desktop-title\" aria-selected=\"false\" data-tab=\"2\" role=\"tab\" tabindex=\"-1\" aria-controls=\"elementor-tab-content-1972\" aria-expanded=\"false\">Goals-based, Risk-managed Investing<\/div>\n\t\t\t\t\t\t\t\t\t<div id=\"elementor-tab-title-1973\" class=\"elementor-tab-title elementor-tab-desktop-title\" aria-selected=\"false\" data-tab=\"3\" role=\"tab\" tabindex=\"-1\" aria-controls=\"elementor-tab-content-1973\" aria-expanded=\"false\">Safety and Security of your Wealth\u200b<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t<div class=\"elementor-tabs-content-wrapper\" role=\"tablist\" aria-orientation=\"vertical\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-tab-title elementor-tab-mobile-title\" aria-selected=\"true\" data-tab=\"1\" role=\"tab\" tabindex=\"0\" aria-controls=\"elementor-tab-content-1971\" aria-expanded=\"false\">Advanced Wealth Management<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-1971\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"1\" role=\"tabpanel\" aria-labelledby=\"elementor-tab-title-1971\" tabindex=\"0\" hidden=\"false\"><p>Many investment advisors and managers focus their efforts on outperforming a particular benchmark. While this works well in a rising market environment, it can be catastrophic to a portfolio during large market corrections such as what transpired during the 2008 financial crisis and the 2020 Covid19 economic shutdown.<\/p><p>We differ by utilizing an approach to managing wealth that has been deployed for years by family offices and multi-family offices. It begins with a planning-led process whereby we partner with the client in identifying what their specific goals are for their family\u2019s wealth. It is then followed by the design of a road map on how best to achieve these objectives while taking as little risk as possible.<\/p><p>The end result is that we are able to add a level of predictability and some certainty around the client&#8217;s financial future and what they hope to achieve. This can include tax-minimized wealth transfers, cross-border retirement, or as simple as ensuring enough is saved to preserve a certain lifestyle during retirement.<\/p><\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-tab-title elementor-tab-mobile-title\" aria-selected=\"false\" data-tab=\"2\" role=\"tab\" tabindex=\"-1\" aria-controls=\"elementor-tab-content-1972\" aria-expanded=\"false\">Goals-based, Risk-managed Investing<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-1972\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"2\" role=\"tabpanel\" aria-labelledby=\"elementor-tab-title-1972\" tabindex=\"0\" hidden=\"hidden\"><p>When it comes to our investment portfolios, each one is custom built according to the specific goals and objectives of the client while minimizing the associated risk. This is completed through the use of multiple strategies that can include a combination of our own in-house risk-managed fund, exchange traded funds and exclusive access to world-class external managers at institutional pricing. Portfolio risk is managed through an overlay of diversified tactics such as Dynamic Asset allocation, Risk Parity, Low Volatility, Alternatives, Passive and at times Private Equity that have proven to provide downside protection during volatile times.<\/p><p>While our portfolios primarily consist of institutional pooled funds and ETFs, we have the ability to segregate security holdings in order to minimize the tax impact of transitioning an existing portfolio and\/or those looking for a high level of customization. We are also currently servicing clients in the U.S. through our managed RIA program.<\/p><\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-tab-title elementor-tab-mobile-title\" aria-selected=\"false\" data-tab=\"3\" role=\"tab\" tabindex=\"-1\" aria-controls=\"elementor-tab-content-1973\" aria-expanded=\"false\">Safety and Security of your Wealth\u200b<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-1973\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"3\" role=\"tabpanel\" aria-labelledby=\"elementor-tab-title-1973\" tabindex=\"0\" hidden=\"hidden\"><p>We take the security of our clients&#8217; wealth very seriously. This is why their investments are held with a third-party custodian including Fidelity Clearing Canada ULC (Fidelity Clearing) and National Bank Independent Network (NBIN). Fidelity Clearing is a subsidiary of U.S.-based Fidelity Investments, a privately held firm with more than $3.7 trillion in assets under administration. NBIN currently serves over 400 firms with $180 billion in assets under administration. Both are members of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF).<\/p><\/div>\n\t\t\t\t\t\t\t<\/div>\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-0aeda5e e-con-full e-flex e-con e-parent\" data-id=\"0aeda5e\" 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-5fbf7fd e-con-full e-flex e-con e-child\" data-id=\"5fbf7fd\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2307037 e-flex e-con-boxed e-con e-parent\" data-id=\"2307037\" 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-5d43664 e-con-full e-flex e-con e-child\" data-id=\"5d43664\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8f5abde elementor-widget elementor-widget-heading\" data-id=\"8f5abde\" 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\">Winner of the 5-Star Advisory Team Award<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-39fb45d elementor-widget elementor-widget-image\" data-id=\"39fb45d\" 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=\"800\" height=\"509\" src=\"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2024\/08\/large-WP-5-Star_TriVest_V2-1024x651.jpg\" class=\"attachment-large size-large wp-image-698\" alt=\"WP 5 Star TriVest\" srcset=\"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2024\/08\/large-WP-5-Star_TriVest_V2-1024x651.jpg 1024w, https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2024\/08\/large-WP-5-Star_TriVest_V2-300x191.jpg 300w, https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2024\/08\/large-WP-5-Star_TriVest_V2-768x488.jpg 768w, https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2024\/08\/large-WP-5-Star_TriVest_V2.jpg 1280w\" 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\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-69d901b e-flex e-con-boxed e-con e-parent\" data-id=\"69d901b\" 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-f23f814 e-con-full e-flex e-con e-child\" data-id=\"f23f814\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-48bcbfa elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"48bcbfa\" 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-60b5c7b e-flex e-con-boxed e-con e-parent\" data-id=\"60b5c7b\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;none&quot;,&quot;background_background&quot;:&quot;classic&quot;,&quot;background_motion_fx_motion_fx_scrolling&quot;:&quot;yes&quot;,&quot;background_motion_fx_translateY_effect&quot;:&quot;yes&quot;,&quot;background_motion_fx_scale_effect&quot;:&quot;yes&quot;,&quot;background_motion_fx_scale_speed&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:1,&quot;sizes&quot;:[]},&quot;background_motion_fx_translateY_speed&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:4,&quot;sizes&quot;:[]},&quot;background_motion_fx_translateY_affectedRange&quot;:{&quot;unit&quot;:&quot;%&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:{&quot;start&quot;:0,&quot;end&quot;:100}},&quot;background_motion_fx_scale_direction&quot;:&quot;out-in&quot;,&quot;background_motion_fx_scale_range&quot;:{&quot;unit&quot;:&quot;%&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:{&quot;start&quot;:20,&quot;end&quot;:80}},&quot;background_motion_fx_devices&quot;:[&quot;desktop&quot;,&quot;tablet&quot;,&quot;mobile&quot;]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-d74041f e-con-full e-flex e-con e-child\" data-id=\"d74041f\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-28123d3 elementor-widget elementor-widget-heading\" data-id=\"28123d3\" 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\">Industry Affiliations<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73f9511 elementor-widget elementor-widget-text-editor\" data-id=\"73f9511\" 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>The Trivest Wealth Counsel team at Wellington-Altus Private Counsel is registered as a Portfolio Manager and Investment Fund Manager. All of our portfolio managers also hold the industry&#8217;s gold-standard CFA designation. Besides our unique investment management services, portfolio managers Martin and Craig are also involved with a number of industry associations as a means of staying current with ongoing financial industry developments.<\/p><p>The following are a select group of organizations that Martin and Craig have actively supported and volunteered their time with whenever needed. This includes providing advice on university finance curriculum, public speaking on subjects such as risk-managed investing and fair investment practices, and undertaking various committee initiatives focused on investor education.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-35e72ad e-con-full e-flex e-con e-child\" data-id=\"35e72ad\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-df41f53 e-con-full e-flex e-con e-child\" data-id=\"df41f53\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-cbf7704 elementor-widget elementor-widget-image\" data-id=\"cbf7704\" 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 decoding=\"async\" src=\"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/elementor\/thumbs\/FP-pikuqml3r85b20z3fzvdk8ac39g6uzq5blz0f2xac6.png\" title=\"FP\" alt=\"FP\" loading=\"lazy\" \/>\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-360ad04 e-con-full e-flex e-con e-child\" data-id=\"360ad04\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-df063c4 elementor-widget elementor-widget-image\" data-id=\"df063c4\" 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 decoding=\"async\" src=\"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/elementor\/thumbs\/CFA-pikuqml3g9gc9o9qfabp5zj8xe0c0ix0i176dyxpy0.png\" title=\"CFA\" alt=\"CFA\" loading=\"lazy\" \/>\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-a3488e9 e-con-full e-flex e-con e-child\" data-id=\"a3488e9\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6d629e2 elementor-widget elementor-widget-image\" data-id=\"6d629e2\" 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 decoding=\"async\" width=\"180\" height=\"78\" src=\"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2020\/04\/STEP.png\" class=\"attachment-large size-large wp-image-275\" alt=\"\" \/>\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\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-8aa48e8 e-con-full e-flex e-con e-child\" data-id=\"8aa48e8\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-071f83c e-con-full e-flex e-con e-child\" data-id=\"071f83c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2f25474 elementor-widget elementor-widget-image\" data-id=\"2f25474\" 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 decoding=\"async\" width=\"338\" height=\"21\" src=\"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2020\/04\/EPC-Cal.png\" class=\"attachment-large size-large wp-image-267\" alt=\"\" srcset=\"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2020\/04\/EPC-Cal.png 338w, https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2020\/04\/EPC-Cal-300x19.png 300w\" sizes=\"(max-width: 338px) 100vw, 338px\" \/>\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-6de9308 e-con-full e-flex e-con e-child\" data-id=\"6de9308\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-0ef6709 elementor-widget elementor-widget-image\" data-id=\"0ef6709\" 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\t<a href=\"https:\/\/pmac.org\/firm\/wellington-altus-private-counsel-inc\/\" target=\"_blank\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"531\" height=\"226\" src=\"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2021\/12\/pmac-logo-2016.png\" class=\"attachment-large size-large wp-image-530\" alt=\"pmac logo\" srcset=\"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2021\/12\/pmac-logo-2016.png 531w, https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2021\/12\/pmac-logo-2016-300x128.png 300w\" sizes=\"(max-width: 531px) 100vw, 531px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\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-46b35e4 e-con-full e-flex e-con e-child\" data-id=\"46b35e4\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-23dcd0d elementor-widget elementor-widget-image\" data-id=\"23dcd0d\" 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 loading=\"lazy\" decoding=\"async\" width=\"181\" height=\"74\" src=\"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2020\/04\/CFA-Cal.png\" class=\"attachment-full size-full wp-image-264\" alt=\"\" \/>\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\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<section class=\"elementor-section elementor-top-section elementor-element elementor-element-d0781f4 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"d0781f4\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-b4133ec\" data-id=\"b4133ec\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-af58cd9 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"af58cd9\" 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\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t<div class=\"elementor-element elementor-element-e0385b0 e-flex e-con-boxed e-con e-parent\" data-id=\"e0385b0\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;none&quot;,&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-0b3cd99 e-con-full e-flex e-con e-child\" data-id=\"0b3cd99\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-dd753e6 elementor-widget elementor-widget-heading\" data-id=\"dd753e6\" 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\">In-the-Media<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e675aa6 elementor-widget elementor-widget-text-editor\" data-id=\"e675aa6\" 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>Our team is a huge believer in the power of financial education. Martin Pelletier is regularly featured in the media for his views on the markets, investment strategies, risk-management and general investor education. He has written a weekly <a href=\"https:\/\/business.financialpost.com\/author\/mpelletiernp\" target=\"_blank\" rel=\"noopener\">Investment Pro column for the Financial Post<\/a> over the past decade, and is regularly featured within the Globe and Mail, BNN Bloomberg, CTV, CBC, Macleans, Wealth Professional, and Fox Business.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1317fe5 e-con-full e-flex e-con e-child\" data-id=\"1317fe5\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-57cf214 e-con-full e-flex e-con e-child\" data-id=\"57cf214\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6b193a5 elementor-widget elementor-widget-image\" data-id=\"6b193a5\" 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 loading=\"lazy\" decoding=\"async\" width=\"400\" height=\"126\" src=\"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2020\/04\/FP-2.png\" class=\"attachment-large size-large wp-image-270\" alt=\"\" srcset=\"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2020\/04\/FP-2.png 400w, https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2020\/04\/FP-2-300x95.png 300w\" sizes=\"(max-width: 400px) 100vw, 400px\" \/>\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-36dff01 e-con-full e-flex e-con e-child\" data-id=\"36dff01\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-82ae01b elementor-widget elementor-widget-image\" data-id=\"82ae01b\" 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 loading=\"lazy\" decoding=\"async\" width=\"218\" height=\"121\" src=\"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2020\/04\/GM.png\" class=\"attachment-large size-large wp-image-271\" alt=\"\" \/>\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-1308d74 e-con-full e-flex e-con e-child\" data-id=\"1308d74\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f0b954c elementor-widget elementor-widget-image\" data-id=\"f0b954c\" 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 loading=\"lazy\" decoding=\"async\" width=\"389\" height=\"129\" src=\"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2020\/04\/Macleans.png\" class=\"attachment-large size-large wp-image-273\" alt=\"\" srcset=\"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2020\/04\/Macleans.png 389w, https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2020\/04\/Macleans-300x99.png 300w\" sizes=\"(max-width: 389px) 100vw, 389px\" \/>\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-943134e e-con-full e-flex e-con e-child\" data-id=\"943134e\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-be5eabb elementor-widget elementor-widget-image\" data-id=\"be5eabb\" 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 decoding=\"async\" src=\"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/elementor\/thumbs\/BNN-pikuqml1mhayw01s231z6uw88j7ce51lioojq0wiyo.png\" title=\"BNN\" alt=\"BNN\" loading=\"lazy\" \/>\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\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-50c230f e-con-full e-flex e-con e-child\" data-id=\"50c230f\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-1d982fe e-con-full e-flex e-con e-child\" data-id=\"1d982fe\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ef242b4 elementor-widget elementor-widget-image\" data-id=\"ef242b4\" 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 loading=\"lazy\" decoding=\"async\" width=\"195\" height=\"110\" src=\"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2020\/04\/CBC.png\" class=\"attachment-large size-large wp-image-262\" alt=\"\" \/>\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-c58d186 e-con-full e-flex e-con e-child\" data-id=\"c58d186\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-cc73e1c elementor-widget elementor-widget-image\" data-id=\"cc73e1c\" 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 decoding=\"async\" src=\"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/elementor\/thumbs\/CTV-pikuqml1mhbc6sbkdj72qh6qhj72pytv7g951g58u8.png\" title=\"CTV\" alt=\"CTV\" loading=\"lazy\" \/>\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-4183b89 e-con-full e-flex e-con e-child\" data-id=\"4183b89\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-44a3c79 elementor-widget elementor-widget-image\" data-id=\"44a3c79\" 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 loading=\"lazy\" decoding=\"async\" width=\"134\" height=\"72\" src=\"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/2020\/04\/FOX.png\" class=\"attachment-large size-large wp-image-268\" alt=\"\" \/>\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-38aaf87 e-con-full e-flex e-con e-child\" data-id=\"38aaf87\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-86c67bf elementor-widget elementor-widget-image\" data-id=\"86c67bf\" 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 decoding=\"async\" src=\"https:\/\/advisor.wellington-altus.ca\/trivestwealthcounsel\/wp-content\/uploads\/sites\/119\/elementor\/thumbs\/3K4zfec1-800x450-1-pikuqml1mhaxv66kca4cri3q7ua4tug1e0enmdks1s.jpeg\" title=\"3K4zfec1-800&#215;450\" alt=\"3K4zfec1-800x450\" loading=\"lazy\" \/>\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\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-90768a5 elementor-widget elementor-widget-text-editor\" data-id=\"90768a5\" 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>TriVest publishes a <em>Monthly Invest Wisely<\/em> newsletter which includes a general market commentary along with a summary of how we are strategically responding to such conditions. 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Labrador, Nova Scotia, Northwest Territories, Nunavut, Ontario, PEI, Quebec, Saskatchewan, Yukon and an Investment Fund Manager in Alberta, Manitoba, Ontario, and Quebec<\/em><\/p>\t\t\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>The Trivest Wealth Counsel team at Wellington-Altus Private Counsel offers a boutique approach to managing wealth backstopped by the significant resources of over $40 billion independent investment dealer firm and affiliates with offices across Canada, a cross-border advanced financial planning service and a U.S. Registered Investment Advisor. 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