ABOUT US
GET TO KNOW A.F.T. TRIVEST
OUR PHILOSOPHY
At A.F.T. Trivest, we’re more than investment managers; we’re partners in your financial journey. Our philosophy is simple: put clients first, act with discipline, and build enduring wealth through a thoughtful, long-term perspective. Guided by nearly a century of combined experience, our senior leadership team of three seasoned professionals brings deep expertise across diverse areas of financial services, united by one mission: helping you achieve your financial goals.
SENIOR LEADERSHIP
AN INDEPENDENT FIRM
With the Strength of a Trusted Custodian
As an independent wealth management firm, we are affiliated with National Bank Independent Network (NBIN), a division of National Bank of Canada, as our third-party custodian. They are responsible for securely holding client assets, settling trades, and providing account infrastructure.
​
With NBIN as our custodian, your accounts are held in your name, fully segregated, and protected by Canadian Investor Protection Fund (CIPF) coverage. You receive independent account statements, secure online access, and the confidence that your investments are safeguarded under a robust regulatory and compliance framework.
This relationship allows us to combine the best of both worlds:
-
Independent Advice from a team that knows you personally
-
Institutional-Grade Security and operational support from one of Canada’s most established financial institutions
​
In short, while we remain fully independent in our strategy and advice, we rely on a trusted custodian to provide the scale, safety, and infrastructure needed to manage your wealth responsibly.