The TriVest Wealth Counsel team is part of Wellington-Altus Private Counsel, a private client and institutional investment firm specializing in discretionary risk-managed portfolios, investment audit/oversight and advanced tax, estate and wealth planning. Wellington-Altus, which includes Wellington-Altus Private Wealth Inc., is one of the fastest-growing investment dealers in Canada, and Wellington-Altus USA Inc., a registered investment advisory firm in the United States, has more than $22 billion in consolidated assets under administration and offices across Canada.
