What We Do

To achieve your goals, you need a plan. That’s where we come in! Our team of experts are here to help you discover a personalized journey towards financial success.

We’ll work with you to create a customized plan – one that reflects what matters most to you. We’ll be there for you every step of the way to help you stay on track to meet your goals. Our personalized approach brings peace of mind knowing you have a trusted partner who truly cares about your financial well-being. Let’s secure your financial future, together.

Our Guiding Principles

Client focused

We genuinely care about our clients and do everything we can to support them and put their needs first.

Expert financial advice

Knowledgeable and always learning, our team is equipped with experience to help navigate complex financial situations.

Leading-edge solutions

Our innovative products and solutions are always evolving to keep up with today’s financial landscape.

Collaborative approach

We work collaboratively across our team to ensure we help you reach your goals.

Our Services

You have options when it comes to how you want to invest and we’re here for you through it all. From the first steps of investing to the late stages of retirement planning, with our guidance you can find the right ways to plan for your future.

Financial Planning

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Tax Planning

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Qtrade Guided Portfolios®

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Qtrade Direct Investing®

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Business & Farm Succession

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Investing

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Retirement Planning

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Estate Planning

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Our Team

Our team cares about you. No matter what life throws your way, you've got somebody here at Affinity who will walk with you on your financial journey.

Our Affinity Wealth Management team has access to the tools to guide you through your investment journey. With our financial guidance, you can feel confident in your financial future.

Meet the Team

Ready to get started?

Check out our starter guide or set up an appointment with an advisor today

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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.