Affinity Wealth Management

Affinity Wealth Management

Your unique goals deserve a unique plan

Saving for retirement? How about your first home or your child’s education? Whatever the reason, there isn’t a one-size-fits-all solution to your investing needs.

We have the tools and expertise to guide you through your investment journey, from the beginning stages right to the golden years. Together, let’s secure your financial future!

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What are you planning for?

Financial Planning

Your financial plan outlines what’s important to you, what you want to work towards and how you’re doing to do it. Over time, your priorities may change, and so will your financial plan. Let our experts create a custom plan, just for you.

Investment Planning

When it comes to building your wealth, you have a variety of investment vehicles to choose from. Your advisor will recommend a combination of strategies to help you achieve your goals. Some of those options may include mutual funds*.

Retirement Planning

Plan for tomorrow and learn how turn your wealth into a steady, reliable income stream in your retirement years.

Tax Planning

If you’re curious about the best strategies to reduce your taxes and which credits to take advantage of, we have the answers.

Wealth Protection Planning

Life happens. Combat the unexpected with the peace of mind of a personal insurance plan. Our experts at Affinity Financial Strategies have a variety of insurance options to suit your needs.

Estate Planning

Leave a legacy that takes care of your family and the things you value the most. We’ll work with you to explain why you need an estate plan, when to start one and when to review it. We’re here to guide you every step of the way.

Business/Ag Succession Planning

You’ve worked hard to make your business successful – naturally, you’d like to see that progress carried on after your departure. Together, let’s develop a plan for a smooth and seamless transition to the new owners, maximizing value for both you and your successors.

Connect with one of our experts at 1.866.272.2521 to start investing in your future! Book an appointment today.

Interested in online investing? Manage your investment journey online with Qtrade Direct Investing®. If you’re new to investing, be sure to check out Qtrade Guided Portfolios®, an automated investing platform that selects investments that are right for you.

Looking to learn more? Find it here:

  • Why is Credential now called Aviso Wealth?

  • What makes you different from other financial advisors?

  • Do you have a minimum investment requirement?

  • Why is risk tolerance important and how can I figure out what mine is?

  • What does it mean to have a ‘diversified portfolio’?

  • When should I start investing? I don’t have much money right now. Should I wait?

*Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Aviso Wealth. Qtrade Direct Investing, Qtrade Guided Portfolios and Aviso Wealth are divisions of Aviso Financial Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities. 

Qtrade Guided Portfolios is a division of Aviso Financial Inc. Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Financial Inc.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Aviso and Aviso Wealth are registered trademarks owned by Aviso Wealth Inc. Aviso Wealth Inc. (‘Aviso’) is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and The CUMIS Group Limited. The Power of Us is a registered trademark of Aviso Wealth Inc