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.
“I am so lucky and grateful to have been directed your way 22 years ago and have been well taken care of all these years.”
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%
- Our overall value as investment managers – 82%
Interested in more info on Portfolio Management and discretionary investing?
Check out the guide from the Portfolio Management Association of Canada (PMAC)