Greetings & welcome back to the rose bros podcast.

This episode we are joined by Martin Pelletier – Senior Portfolio manger at Wellington-Altus Private Counsel– a multi-billion dollar portfolio management firm.  

Martin has over 20 years of investment industry experience including senior-level positions in both institutional equity research and portfolio management.

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 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), Thomson Reuters Canada’s top 40 social influencers in finance, innovation and risk (2017), Wealth Professional Canada Leading Portfolio Managers (2019), a finalist for BlackRock Award for Canadian Portfolio/Discretionary Manager of the Year (2019) (2020), Avenue Living Award for Canadian Portfolio/Discretionary Manager of the Year (2021), and is a Wealth Professional 5-Star Advisor (2022).

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.

Among other things, we discussed owning vs. renting opinions, 10 % yields, interest rates, dividends vs. share buybacks & why Calgary is growing. 

Enjoy!

This podcast episode is sponsored by Connate Water Solutions.

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Connate Water Solutions is a specialized hydrogeology company focused on water well drilling, testing and water management services in Western Canada and Texas.

Contact [email protected] or www.connatewater.com for more details.

This podcast is sponsored by Headracingcanada.com

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