Don Nilson, B. Comm., M. Sc. (Bus. Admin.), CPA, CMA, FCMA, CFP, TEP

Registered Portfolio Manager (BCSC), Fellow of FPSC™, Life Member CMABC

Don Nilson
Principal – Nilson & Company, AFT TRIVEST Management Inc.
Email Don

Professional Background

After completing a B. Comm. with an accounting major at UBC in 1976, Don articled with a large international accounting firm before starting Nilson & Company in 1979. During his articling period, he gained experience auditing large, sophisticated accounting systems as well as smaller private businesses. Don returned to UBC in 1980 to complete a Master’s degree in business, including his thesis entitled “Income Taxation of the Small Business Sector in Canada”.

Don attained his professional accounting qualification in 1981 and his financial planning designation in 1998. He has been registered since 1994 as a Portfolio Manager with the BC Securities Commission. In 2006, Don was admitted into the International Society of Trust & Estate Practitioners.

Since 1980, Don has lectured in accounting and tax topics for the University of BC, the Society of Management Accountants of BC, the BC Real Estate Association and the Certified General Accountants Association of BC. He presently teaches Taxation 1 on the Internet across Canada and internationally for the Certified General Accountants of Canada. He has been involved in developing national exams and curricula for the professional accounting bodies. Don delivers seminars on practice management, taxation and financial and estate planning issues across various financial services professions within Canada and internationally.

He is past National Treasurer of the Canadian Association of Professional Speakers, has served on the National Boards of the Financial Planning Standards Council, and the Canadian Institute of Financial Planners, and over the years, as treasurer of various other charitable organizations. He has also served on the Provincial Board of his accounting body and chaired a provincial committee which oversees the adherence to professional standards in public accounting.

Don is a member of the International Brain Education Association, the Global Speakers Network, the Financial Planning Association, the Canadian Federation of Progressive Accountants, and a former advisor to 2020 Canada.

He writes extensively on various topics for the internet and national and international publications.

Don has received career achievement recognition awards from the University of British Columbia, the Sauder School of Business, the Certified Management Accountants of Canada, the Certified General Accountants of BC, the Certified Management Accountants of Britsh Columbia, and the Financial Planning Standards Council. These awards have recognized his contributions to leadership, teaching, volunteerism, the university community and the financial services industry.

He’s participated in the Press lock-ups of the federal and provincial budgets.

In 2014, he was honoured with life membership by the Certified Management Accountants Society of British Columbia (CMABC). Life membership is awarded to Certified Management Accountants who have been members for more than 20 years and have substantially contributed to the CMA designation and Society, or made a significant contribution of new knowledge to the accounting profession or business management.

Don oversees the day-to-day management of both firms. His primary focuses are business advisory services, corporate and personal tax, investment management and business year-ends.

Personal Background

Don grew up on the North Shore and never strayed very far. He finds retreat from the busy city life by heading down to Palm Springs to relax in the desert.