Independence.
Integrity.
Impact.
Affinity Financial Group was founded as a team of independent advisors seeking high-level client solutions while avoiding the many conflicts of interest and significant limitations that are often found in the Financial Planning / Investment Advisory industry. We review all aspects of a personal financial scenario to create a comprehensive financial plan that takes full advantage of a client’s unique circumstances.
Our ability to challenge the status quo with an innovative business model has allowed us to provide advice and a compensation structure that better aligns the interests of our advisory group with that of our clientele.
Affinity Financial Group’s vision is to manage an efficient client base that ensures our levels of service and commitment are maintained throughout the course of the business relationship. In the end, we realize that at the core of any quality relationship is trust and mutual respect. In our experience, this increases the success rate of clients reaching their financial goals and leading to a higher quality of life.
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Why Our Clients Choose Us
Our clients benefit from completely objective advice using our integrated net worth model with open access to the tools necessary to build the best possible outcomes. The financial world is rapidly changing around us; we are here to guide, create stability, and be dynamic for our clients so they can focus on what matters most to them.
Loyalty
We act as Fiduciaries to ensure our clients best interests are priority number one
Investment Planning
Our open architecture portfolio design avoids the many conflicts of interest present within the Investment Advisory industry.
Objective Advise
Able to offer an unbiased approach to achieving your financial goals
Transparency
We have maintained a fee-based compensation model which allows for complete transparency of costs associated with our service.
Our Services
Supported by our Custodian NBIN
With over 25 years of continuous service and a team of more than 200 professionals, National Bank Independent Network is Canada’s leading provider of custody, trade execution and brokerage solutions to independent Portfolio Managers and Investment Dealers.
NBIN is custodian for over $180 Billion is assets, over 400 Independent Firms, representing over 600,000 clients.
