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A.F.T. Trivest Management Inc.

Address

2227 Folkestone Way
West Vancouver, British Columbia V7S 2Y6
(604) 925 - 3041
trivest@nilsonco.com
www.afttrivest.com

Principal Contacts

Don Nilson
President
Tel: (604) 925 - 3041
trivest@nilsonco.com

Gary E. George
Vice President
Tel: (604) 925 - 3041
ggeorge@afttrivest.com

Client Minimums

Private: $500,000

Has no minimum for institutional clients.

Types of Accounts Managed

  • Private Individual / Investor
  • Family Office

Provinces of Business

  • British Columbia*

* indicates a physical location in this province

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. How do we measure success? We believe that the most important and relevant benchmark is having portfolio performance that meets life’s goals. At A.F.T. Trivest we’ve been successfully doing this for over 20 years.