Investing can feel overwhelming, but we’re here to make it easy.
Book an Affinity Quick-Start Call today and start turning confusion into confidence.
During your call, one of our Wealth Advisors will listen to your financial goals, answer your investing questions and provide insights to help you start working towards your goals.
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Sometimes it can help to think about where you're at in your life with investing.
We’re here every step of the way to help guide you through the beginning stages of your wealth journey.
Our ongoing knowledge provides you with support as you continue to work towards your financial goals.
We deliver expert advice to help you navigate complex finances, as you head into your retirement years.
Our team of wealth experts are here to help find the best investing path for you. Whether you prefer in person, over the phone or a video call, we’re ready to meet with you to develop a unique plan that’s best suited to you.
Your financial plan outlines what’s important to you, what you want to achieve and how you’re going to do it.
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Curious about ways to reduce your taxes? Our advisors are armed with the best strategies.
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You work hard for your money, but is your money working hard for you? We want to make sure it is!
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We’re here to help turn your wealth into a steady, reliable income stream in your retirement years.
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Leave a legacy that takes care of your family and the things you value the most.
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You’ve worked hard to make your business successful. Let's develop a plan for a smooth and seamless transition.
Learn MoreYou’ve got goals and dreams. Saving for the future? How about your first home or your child’s education? Maybe you’re getting set to retire? Whatever the reason, there isn’t a one-size-fits-all solution to your investment goals.
That’s where we come in! No matter how big or small your goal is, we’re here to help develop a personalized plan, put it into action and get you where you want to be. After all, achieving your financial goals is about more than making money.
Let Affinity invest our experience and knowledge to help you map out a financial plan, so you can focus on making your dreams come true.
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If convenience and technology are your thing, you’ll love our two online investing options. The best part is you can manage everything right from your phone!
If you’re after some help on your investing journey, Qtrade Guided Portfolios® will build and manage a custom portfolio just for you.
If you’re more of a DIY investor looking to take control of your investments, Qtrade Direct Investing® might be right for you.
No matter if you’re just starting out or already at expert level, we’ve got your online investing needs covered.
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Get up to $2,000 from Qtrade Directing Investing® when you open a new online brokerage account by March 31, 2025 and transfer in at least $5,000.* The more you invest, the more you’ll receive.
Get OfferCheck out our starter guide or set up an appointment with an advisor today!
*Terms and conditions apply. 5% cash back on $5,000 funding.
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.