Affinity Wealth Management Professionals

Affinity Wealth advisor with member

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!

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*.

Affinity Financial Strategies team has access to thousands of stocks, bonds and other securities through Credential Securities to diversify your portfolio.

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.

Looking to learn more? Find it here:

  • 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?

Affinity Financial Strategies is a program provided by Credential Financial Strategies Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Affinity Financial Strategies is a trademark of Affinity Credit Union, used under license by Credential Financial Strategies Inc.

*Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Mutual Funds are offered through Credential Asset Management Inc.