Our Team

About Us

Affinity Financial Group is an independent, boutique wealth management firm designed to be different from the large firms present in the Canadian wealth management industry.

We offer service packages under the banners of Affinity Multi-Family Office, Affinity Private Wealth and Affinity Accumulation that serve clients from the most complex to more standard financial lives.

Our core principles are based on objective advice, paired with open access to the tools necessary to best serve our clients and create optimal outcomes. We strive to innovate, evolve, and push the status quo of the Canadian wealth management industry. The financial world is rapidly changing around us; we are here to guide, create stability, and simplify the many moving parts of a financial plan so they can focus on what matters most to them.

Meet the Affinity Team

Affinity Financial Group was founded as a team of independent advisors. Get to know us.

Graham Roy CIM®

SENIOR PORTFOLIO MANAGER, FINANCIAL ADVISOR

Thomas Cook B.Sc, CIM®, CFP®, TEP

SENIOR PORTFOLIO MANAGER & FINANCIAL PLANNER

Tyler Smith

FINANCIAL ADVISOR

Nick Fraser CPA

SENIOR TAX & ADVISORY SPECIALIST

Ben Rivard CPA, CA, CIM®

FINANCIAL ADVISOR

Nancy Taylor

Office Administrator and
Client Services Co-Ordinator

Tom Dearing

Office Administrator and
Client Services Co-Ordinator