GR
Portfolio Manager & Financial Advisor
TD
Office Administrator and Client Services Coor...
NF
Senior Tax & Advisory Specialist
BR
Independent Investment Advisor
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Affinity Financial Group
Finance · Canada · 11-50 Employees
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Overview
Headquarters
90 Lovett Lake Crt Suite 301, Halifax, N...Phone Number
(902) 377-8000Website
www.affinityfg.comRevenue
$5.3 MillionIndustry
About Affinity Financial Group
Affinity Financial Group is an independent, boutique advisory firm that provides objective financial advice aimed at simplifying clients' financial lives. They offer a comprehensive range of services including investment management, estate planning, and wealth management tailored for qualified families and individuals. Their core approach mirrors sophisticated investment strategies typically used by institutions and ultra-high-net-worth clients. Affinity Financial Group prides itself on being a trusted ally in navigating the complexities of accumulated wealth.Explore more
Affinity Financial Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Affinity Financial Group
$5.3M
11-50
Private
-
1990
TC
Thomas CookSenior Portfolio Manager & Financial Planner
<$5M
1-10
Private
-
2003
BT
Bianca TomensonDirector, Cfp of Financial Planning & Insurance Solutions Senior Planner
Affinity Financial Group Tech Stack
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Frequently Asked Questions Regarding Affinity Financial Group
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Affinity Financial Group is an independent, boutique advisory firm that provides objective financial advice aimed at simplifying clients' financial lives. They offer a comprehensive range of services including investment management, estate planning, and wealth management tailored for qualified families and individuals. Their core approach mirrors s... Read More
