Our Team

About Our Team

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. Browse below to get to know us.

Get to Know Us

Meet The Affinity Team

Graham Roy<small> CIM<small>®</small>

Graham Roy CIM®

Portfolio Manager & Financial Advisor
Thomas Cook<small> B.Sc, CIM®, CFP®</small>

Thomas Cook B.Sc, CIM®, CFP®

Certified Financial Planner & Portfolio Manager
Ben Rivard<small> CPA, CA, CIM®</small>

Ben Rivard CPA, CA, CIM®

Financial Advisor
Tyler Smith

Tyler Smith

Financial Advisor
Ian Goodman<small> CFA</small>

Ian Goodman CFA

Portfolio Manager
Ed Lapointe

Ed Lapointe

Get In Touch

Contact Details

If you are interested in learning more, have any questions or want to work with us then please drop us a line, we would love to hear from you.