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TriVest Wealth Counsel Ltd.

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TriVest Wealth Counsel Ltd.

Overview:

TriVest is an Alberta-based wealth management firm.

We currently offer this to our clients though our globally diversified risk-managed portfolios, and our energy hedge fund.

TriVest manages portfolios on a discretionary basis, whereas we create and manage portfolios for investors looking for one-on-one investment services. The majority of our client portfolios are comprised of individual holdings of stocks, bonds and options. We also offer some specialty mandates for our clients such as the TWC Risk-Managed Canadian Energy Fund.

Vision:

The company was founded as a means to change the way Canadians have their wealth managed in both the energy and non-energy markets. This is reflected in our founding principles of TRI or "Trust, Risk-management, and Integrity."

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