Affinity Wealth Management Team
Wealth Advisory Team
Our Investment Specialists are just a phone call or email away! It's an easy and convenient way for get investing advice and complete mutual fund transactions. You can reach our Investment Specialists Monday to Friday from 9 am to 5 pm at 1.866.272.2521 or through wealthadvisory@affinitycu.ca.
Wealth Specialists
Our Wealth Specialists are here to provide a range of holistic goal based financial planning and investment solutions. We can meet with you at any of our Affinity advice centres across the province to help guide your investment journey.
Financial Planner
Our Financial Planners are here to create a custom plan, just for you. They bring the peace of mind that comes with knowing you’re on track to meet your financial goals. They'll look at your big picture financial circumstances as well as the finer points – from your monthly investments to long-term retirement planning. Financial planning can be complicated and it pays to have a professional in your corner, looking after your interests
Ready to get started?
Check out our starter guide or set up an appointment with an advisor today