Financial planning, investments, insurance — Affinity offers all the services you’d find at a bank, with the benefit of personalized service! Whether you’re buying a home, saving for your little one’s education or counting down to your retirement, we’re here to help you achieve your dreams. It all starts with a conversation. (Coffee’s nice, too. Come by and we’ll make some fresh.)
Set goals and create action plans for all of life’s stages with help from our financial planning experts.
Don’t know a RRIF from a LIF? We’ll help you determine the best options for your retirement savings.
Relax knowing you have an estate plan in place and learn how to protect your assets from taxation.
Learn the importance of insurance to your financial plan and how it helps protect you or your family from life’s unpredictabilities with Credential Financial Strategies Inc.*