Graham Roy CIM®

Graham Roy CIM®

Principal & Financial Advisor

Graham is a Principal and Financial Advisor with Affinity Financial Group. Graham specializes in creating solutions for his clients by incorporating numerous strategies to achieve their goals. Every client is different, so each one requires a different approach. Whether it is planning to buy a first home, saving for a child’s education or ensuring you can enjoy retirement the way you wish you need a plan. He can provide clarity to your questions and help you along the way.

Graham joined Affinity Financial Group in May, 2010. He currently oversees the day to day operations for the business while continuing to manage his clients. Previously he worked for BNY Mellon as a manager, specializing in Employee Stock award programs and shareholder relations. His background of office management and US equities exposure helps him to bring different views and opinions to Affinity Financial Group and have helped build the foundation of values we strive to achieve each day.

He is a member of the Nova Scotia District Council for IIROC (Investment Industry Regulatory of Canada). He is also an avid sailor and volunteers his time within this community as well. In addition he enjoys hockey, skiing, golf, salmon fishing and anything else on the water!

Graham and his wife, Janet, are proud parents to their two sons, Brayden and William.

You can call Graham at (902)377-8002

Thomas Cook B.Sc, CFP

Thomas Cook B.Sc, CFP

Principal, Financial Advisor

Thomas specializes in working with business owners, families, as well as individuals in designing investment portfolio strategies* and wealth management plans. He, along with the team at Affinity Financial Group offer integrated planning solutions that accomplish goals across all aspects of a wealth management strategy.

Thomas began his career as an advisor in 2008 with a large Canadian financial planning firm. He feels the investing and wealth management landscape is ever changing and it is important to create personalized solutions that meet the needs of each individual client. Furthermore, it is essential to continuously to review these strategies in order to better meet a client’s objectives and build a relationship based on trust and accountability.

Thomas has accomplished the internationally recognized Certified Financial Planner (CFP) designation and is in good standing with the Financial Planning Standards Council (FPSC).

You can call Thomas at (902)377-8003

Ed Lapointe

Ed Lapointe

Consultant

Ed Lapointe, Tax & Estate Planning Consultant for Affinity Financial Group, specializes in advising and implementing tax based strategies for high net worth individuals, business owners and their families, as part of their overall estate planning process.

Ed graduated from St Mary’s University (B Comm.) in 1975 and received his CA in 1977 with Doane Raymond in Halifax. He then spent seventeen years in public practice as a partner in a local firm. His main area of practice was taxation and related planning. In addition to advising clients and other practitioners, he has conducted taxation lectures and instructed courses for the Nova Scotia Institute of Chartered Accountants.

Ed’s involvement with other estate planning professionals led him to the financial planning business on a full time basis in 1994. Since then, his focus has been addressing business, taxation and control issues in the estate planning process. He also is involved with various aspects of the retirement planning process.

He works with clients to ensure they are properly positioned to maximize their accumulation of assets for retirement and then access those assets as efficiently as possible once they are no longer working. The process can involve planning for taxation, structures, ownership and insurance concepts.

Ed has continued to have a taxation perspective working with business clients. He has authored and instructed PD courses for the NS Institute of CA’s on Estate Planning Strategies and using Exempt Life Contracts. He has also presented on Retirement Compensation Arrangements for the Atlantic Chapter of the Canadian Tax Foundation. Ed is a past member of the Canadian Tax Foundation, Dartmouth Chamber of Commerce, Halifax Estate Planning Council, ICANS Professional Development Committee and Board Member for the Halifax Chapter of the Canadian Association of Financial Planners.

You can call Ed at (902)456-3733

Jennifer Garrett

Jennifer Garrett

Client Services Manager

Shawn Keel CFA, CFP

Shawn Keel CFA, CFP

Financial Advisor

Shawn joined Affinity Financial Group in January 2011 bringing more than 14 years of experience in wealth management and financial planning to his role. Shawn’s experience includes a senior position within the investment management and planning services division of a major Canadian Insurance company as well as two major Canadian banks.

Shawn has earned his Bachelor of Commerce degree in Finance and Economics from Saint Mary’s University. A commitment to education, Shawn has earned his Canadian Investment Manager designation in 2002, Chartered Financial Analyst designation in 2006, Certified Financial Planner designation in 2007 and Financial Management Advisor in 2008. Shawn maintains active membership in the CFA Institute, the Financial Planners Standards Council and The Association for Accountants and Financial Professionals in Business.

Shawn provides his clients comprehensive and integrated financial planning with customized solutions. These strategies are continually reviewed to reflect changes in the client circumstances and to maintain the appropriate balance between income and growth needs. The investment process includes the design of an investment policy statement, monitoring and adjustment of portfolio mix to ensure the clients desired goals are attained. With Shawn’s experience and his access to a team of experts, he is able to meet his client’s diverse needs.

Ben Rivard CPA, CA

Ben Rivard CPA, CA

Financial Advisor

Please check back soon as this page is being updated.

You can call Ben at (902)293-1550

Geoff McIver

Geoff McIver

Owner, GP McIver Insurance

Geoff is a graduate of Saint Francis Xavier University where he earned a Business Administration Degree (1983). He is a former varsity captain of their men’s basketball team (1981-1984).

Geoff was the Director of Sales for two major insurance companies (Blue Cross and Maritime Medical Care Inc.) until September 2002. He has over twenty years experience as a specialist in group insurance.

Geoff is an associate with Affinity Financial Group, sharing market expertise in assisting our mutual clients with their benefit needs.

GP McIver Insurance gives you the opportunity to work one on one with a health insurance agent to ensure you and your families insurance needs are met.

At GP McIver we specialize in life, health and group insurance, and we take the time with each client to determine the perfect plan for you and your loved ones! Now is the best time to plan for the future!

Geoff is married to wife Nancy. Proud parents of children Patrick, Kathleen and Colin.

You can call Geoff at (902)499-5266

Patrick McIver

Patrick McIver

Insurance Specialist, GP McIver Insurance

Patrick McIver is a graduate of Acadia University where he earned a Recreation Management degree with a minor in Business Administration (2010). He was a former varsity athlete on their men’s basketball team from 2007-2009. Patrick’s father, Geoff, has been involved in the insurance industry for over twenty years so it was a natural fit when Patrick joined his fathers business in February, 2010. GP McIver Insurance gives you the opportunity to work one on one with a health insurance agent to ensure you and your families insurance needs are met. At GP McIver we specialize in life, health and group insurance, and we take the time with each client to determine the perfect plan for you and your loved ones! Now is the best time to plan for the future!

You can call Pat at (902)220-3279

*Insurance based investment solutions are provided through Affinity Financial Group. All other investment solutions are through Affinity Securities / Worldsource Securities Inc.