Company Summary
A.F.T. Trivest is an independent investment counseling firm providing discretionary investment management on a segregated basis. What does A.F.T. stand for? Accounting, Finance, and Tax. We have the expertise and experience to take all three factors into consideration when building and monitoring your portfolio. Our concept is to deliver an integrated approach to the stewardship of wealth, by adding tax-smart investing principles, modular and long-term financial planning, as well as estate planning.
Unique Value Proposition
For over 35 years, we have provided integrated financial services and advice to make businesses more successful. We are large enough to deliver this breadth and depth of advice, but small enough that you get direct access to senior advisors.
AUM ($Bil)
Year Founded
1979
Key Personnel
Don Nilson
President
Address
2227 Folkestone Way
West Vancouver, BC
Canada
V7S 2Y6