Private Client

Private Client

The Affinity Private Client Group is our premiere service offering for qualified individuals and families.* We recognize that as your financial success grows, the time commitment and complexities also drastically increase. Our premiere offering seeks to address all financial needs from asset management and business advisory to cross-border planning. We have developed a global resource pool to guide you through the daunting task of comprehensive Wealth Management and the many planning synergies that go along with it. We want to ensure you are taking advantage of all available resources while limiting your time commitment and stress associated with those responsibilities.

*Speak to an Affinity Financial Group Advisor about qualifying.

1. Exceptional Boutique Services

•Personally Tailored Team of Advisors
•Customized Frequency of Reviews
•Tax and Legal Updates
•Personalized Financial Plan*

2. Tax Planning

•Corporate Structures
•Small Business Advisory

3. Canadians in the US
Snowbird Assistance

•Bank Accounts
•Travel Insurance
•Canadian Tax Implications
•US Tax Implications

4. Year End Tax Package for Accountants

•Tax Slip Reporting
•T1135 Reporting

5. Trust & Estates

•Tax Minimization
•Facilitate Transfer of Wealth

6. Business Succession

•Lifestyle Transition
•Tax Strategies

7. Risk Management

•Commercial/Business Risk Analysis
•Personal Risk Analysis

8. Asset Management

•Preferred Pricing •Customized Portfolio Design •Access to Separately Managed Accounts
•Enhanced Portfolio Reporting (Combining all institutions/advisors) •Exclusive Investment Strategies for Accredited Investors •Market Updates •Online Account Access

9. Retirement

•Cash Flow Planning
•Retirement Projections
•Tax Efficiency Strategies

10. US Resident & US Citizen Asset Management

•Non-Registered Asset Management for US Residents
•Cross Border Tax & Investment Advisory for US Citizens in Canada

11. Private Banking Referral

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.

Harbourfront Wealth Managment Inc