Investment Counsel

The concept behind our investment management approach is reflected in the company name: AFT Trivest Management. “A F T” stands for accounting, finance and tax. We believe that sound investment management requires the integration of these three disciplines. Our tag line,“planning-based investment counsel”, also means that financial planning aspects are integrated into the wealth accumulation process.

Credo and Concept
Credo &
Concept
Investment Approach
Investment
Approach
Account Administration
Account
Administration

Kind Words:

“Today, thanks to all of you, I feel really comfortable about our future AND we are united in our thanks to you all.”

Trish V.

What our clients tell us:

In the most recent survey of our investment clients, our clients graded us as “excellent” for:

  • The timeliness of their Annual Report – 76%
  • The fit between their portfolio strategy and personal goals – 68%
  • Our adherence to their portfolio strategy – 73%

Interested in more info on Portfolio Management and discretionary investing?

Check out the guide from the Portfolio Management Association of Canada (PMAC)

PMAC-jpg