A.F.T. Trivest Management Inc. jobs and careers

About A.F.T. Trivest Management Inc.

A.F.T. Trivest is a BC based wealth management firm dedicated to helping individuals and families build, preserve, and grow lasting wealth. With nearly a century of combined expertise in financial services, our team takes a disciplined, long-term approach rooted in accountability, transparency, and client-first values. 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. At A.F.T. Trivest, we go beyond managing assets; we partner with our clients to create tailored strategies that reflect their goals, adapt to evolving markets, and secure financial confidence for generations.