journey as much as the outcome
Investment Counsel
Affiniti Wealth has been built upon three core attributes: intuition, strength and stability. With all three we have proven success.
View All ServicesEstate Planning
With our solid foundation we service a range of higher net worth clients, who come to us for the quality or our analysis and the depth of our experience.
View All ServicesRisk Management
We would be pleased to provide a no-cost review of your financial plan if you feel you’re ready to outperform the average.
View All ServicesWith sound advice, we can guide you securely through your saving and wealth accumulation years into your retirement with confidence.
Quite simply, sustainable wealth is the result of asset growth, and asset protection.
Affiniti Wealth assists clients in building wealth through rigorous analysis and proven counsel. As specialists in higher net worth categories, we design dynamic solutions to suit individual tolerances,integrating investment,insurance and risk mitigation strategies to deliver optimal results.
Affiniti Wealth is a multi-client firm focusing on the investment, estate planning and philanthropic objectives of affluent Canadians and their families
Investment Counsel
Affiniti Wealth is uniquely differentiated by our commitment to process before ever making any recommendations.
Estate Planning
We work with our families and their professionals to ensure their estate plans are effective and efficient.
Risk Management
The ability of our clients to achieve their intended financial objectives is predicated on their ability to earn continuous income.
Insurance Solutions
There are features of life insurance that benefit families depending upon their current long term capital positions.
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Affiniti Wealth is a multi-client firm focusing on the investment, estate planning and philanthropic objectives of affluent Canadians and their families.
