TriVest Wealth
TriVest Wealth is part of Wellington-Altus Private Counsel, a private client and institutional investment firm specializing in discretionary risk-managed portfolios, investment audit and advanced tax, estate, and wealth planning. TriVest aims to simplify complex wealth planning matters for high net-worth families to assist them in achieving specific goals and objectives, which can range from financial freedom to managing the transition of their estate. The firm offers an advanced wealth, tax and estate plan complimented by a risk-managed investment strategy that is properly aligned with each family’s vision for the future.
TRIVEST SERVICES
Advanced Wealth Management
Utilizes 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’s 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.
Goals-based, Risk-managed Investing
Multiple strategies that can include a combination of their 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.
Safety and Security of your Wealth
Investments are held with a third-party custodian including Fidelity Clearing Canada ULC (Fidelity Clearing) and National Bank Independent Network (NBIN).
Both are members of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF).
Wellington-Altus Private Counsel is a wealth management firm specializing in serving high-net-worth individuals, families, and institutions.
The firm provides an independent and agnostic approach to managing wealth.
The firm utilizes a planning-led approach where they partner with clients in identifying specific goals for your wealth, followed by the design of a road map on how best to achieve these objectives while taking as little risk as possible.