Senior Portfolio Manager, Wellington-Altus Private Counsel

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.

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 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), one of Thomson Reuters Canada’s top 40 social influencers in finance, innovation and risk (2017), named as one of Wealth Professional Canada’s Leading Portfolio Managers (2019), an excellence awardee for Canadian Portfolio/Discretionary Manager of the Year (2019) (2020) (2021) (2023), and is a Wealth Professional 5-Star Advisor (2022).