Our Philosophy
THE A.F.T. APPROACH
Founded in 1994, A.F.T. Trivest was built on three foundational pillars: Accountability, Financial Planning, and Tax Planning. These principles guide every aspect of our wealth management process, ensuring comprehensive care for your financial future.
ACCOUNTABILITY
Through transparent reporting, we ensure your strategy stays aligned with your goals. Since our inception, we’ve provided comprehensive Portfolio Annual Reports, featuring 30+ years of portfolio returns, providing clients a clear view of performance over time.
FINANCIAL PLANNING
We deliver both modular and formal long-term financial planning tailored to your evolving life stages. Whether you’re building wealth, preparing for retirement, or planning your estate, our process considers the full picture to keep your financial future on track
TAX PLANNING
We integrate strategic tax planning into every layer of your financial strategy to maximize after-tax returns and preserve more of your wealth.
While these services are more commonplace today; they were not so back in 1994. In the ensuing years, we still lead by deliberate innovation. Our corporate processes include a regular invocation to innovation.
OUR 40+YEAR LEGACY
A FOUNDATION OF EXPERIENCE
Our integrated approach to wealth management didn’t happen overnight, it was shaped by decades of real-world expertise, academic rigor, and industry leadership. A.F.T. Trivest brings together a unique blend of tax, financial planning, investment, and estate knowledge built over decades of thoughtful practice and continuous learning.
OUR EXPERIENCE INCLUDES:
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40 years in personal and corporate tax practice
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30+ years of delivering strategic financial planning
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Membership in leading professional bodies spanning tax, accounting, estate planning, financial planning, and investment management
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37 years educating members of the financial services profession
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An academic thesis on Canadian tax policy
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Authoring books on financial management, real estate taxation, and advanced taxation of investment income
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Publishing two long-standing quarterly newsletters, Insight (focused on taxation) and Foresight (focused on investment management), for over 35 years
