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^®

PORTFOLIO MANAGER

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Thomas Cook B.Sc, CIM^®, CFP^®, TEP

PORTFOLIO MANAGER & CERTIFIED FINANCIAL PLANNER

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Tyler Smith

INVESTMENT ADVISOR

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Nick Fraser CPA

SENIOR TAX & ADVISORY SPECIALIST

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Ben Rivard CPA, CA, CIM^®

INVESTMENT ADVISOR

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Nancy Taylor

Office Administrator and
Client Services Co-Ordinator

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Tom Dearing

Office Administrator and
Client Services Co-Ordinator

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Ian Goodman

PORTFOLIO MANAGER & SUPERVISOR, MANAGED ACCOUNTS PROGRAM

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Paul Marion

EXECUTIVE MANAGING DIRECTOR OF TAX AND WEALTH PLANNING

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Ed Lapointe

CONSULTANT, TAX & ESTATE PLANNING

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(902)377-8003

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tcook@affinityfg.com



90 Lovett Lake Court, Suite 301 Halifax, Nova Scotia, B3S 0H6

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Thomas Cook LinkedIn

Thomas Cook B.Sc, CIM^®, CFP^®, TEP

Portfolio Manager & Certified Financial Planner

Thomas is a Principal, Portfolio Manager & Certified Financial Planner with Affinity Financial Group. He manages clients and oversees operations between both the Halifax and Lunenburg branches. He specializes in working with business owners, families, as well as individuals in designing modern investment portfolio strategies and comprehensive wealth management plans. He is a registered Portfolio Manager which ensures he holds himself to the required standards of registered Portfolio Managers in Canada.

Thomas began his career as an advisor in 2008 with a large Canadian financial planning firm. In 2011, he joined a team that would eventually become Affinity Financial Group. In 2017, he became a principal of Affinity Financial Group and has since overseen its growth and expansion. He feels the investing and wealth management landscape is ever changing. Self growth, while continuing to evolve and adapt is paramount to ensuring the clients of Affinity Financial Group continue to experience a high level of investment and advisory services.

Thomas is a 2025 MBA candidate for the Johnson School of Management at Cornell University and the Smith School of Business at Queen’s University. He has accomplished the internationally recognized Certified Financial Planner (CFP) designation with the Financial Planning Standards Council of Canada. Thomas has completed his Chartered Investment Manager (CIM) Designation with the Canadian Securities Institute. Further, he a registered Trust and Estate Practitioner (TEP) and full member of the Society of Trust & Estate Practitioners (STEP Canada) Thomas graduated from the Bachelor of Science Program at Dalhousie University in 2008.

In his free time, Thomas enjoys a range of hobbies as well as spending time with his wife Courtney and daughter Charlotte.

You can call Thomas at 902-377-8003

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(902)456-3733





90 Lovett Lake Court, Suite 301Halifax, Nova Scotia, B3S 0H6

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Ed Lapointe LinkedIn

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 is a 3rd party consultant, not licensed with CIRO or under the jurisdiction of our regulators.

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

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.

Meet the Affinity Team

Graham Roy CIM®

Thomas Cook B.Sc, CIM®, CFP®, TEP

Tyler Smith

Nick Fraser CPA

Ben Rivard CPA, CA, CIM®

Nancy Taylor

Tom Dearing

Ian Goodman

Paul Marion

Ed Lapointe

Graham Roy CIM®

Thomas Cook B.Sc, CIM®, CFP®, TEP

Tyler Smith

Nick Fraser

Ben Rivard CPA, CA, CIM®

Nancy Taylor

Tom Dearing

Ed Lapointe

Graham Roy CIM^®

Thomas Cook B.Sc, CIM^®, CFP^®, TEP

Ben Rivard CPA, CA, CIM^®

Graham Roy CIM^®

Thomas Cook B.Sc, CIM^®, CFP^®, TEP

Ben Rivard CPA, CA, CIM^®