Affiniti Wealth
Finance · Canada · 1-10 Employees
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Overview
Headquarters
465 Richmond St, London, Ontario, N6A 5P...Phone Number
(519) 204-8343Website
www.affinitiwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
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Aug
ZI Rank
1
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1
About Affiniti Wealth
Affiniti Wealth is a multi-client firm dedicated to assisting affluent Canadians and their families in building wealth through rigorous analysis and proven counsel. They offer services in investment counsel, estate planning, risk management, and insurance solutions, focusing on the unique needs of higher net worth clients. The firm is distinguished by its commitment to a structured process before making recommendations, ensuring effective and efficient estate plans. Affiniti Wealth aims to guide clients through their wealth accumulation years into retirement with confidence and security.Explore more
Affiniti Wealth Org Chart
BP
Financial Security Advisor
LW
Financial Associate & Advisor
JP
Financial Security Advisor
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Affiniti Wealth is a multi-client firm dedicated to assisting affluent Canadians and their families in building wealth through rigorous analysis and proven counsel. They offer services in investment counsel, estate planning, risk management, and insurance solutions, focusing on the unique needs of higher net worth clients. The firm is distinguished... Read More
