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Vision and Mission

At Affinity Financial Services Inc (AFS). One belief defines our vision and mission:

We believe that AFS experts can help you achieve your financial goals. We work together closely with our clients to bring happiness to their families and plan for prosperous retirement life.

Our mission is to provide families with the most personalized, most appropriate one-stop financial solutions. Our vision is to create a first-class business platform to train more outstanding financial experts. We work together to provide financial solutions to individuals, families, and social groups all across Canada.

"There is no best, only the most suitable. Quality through Consistency, Distinction through Integrity."

遠景及使命

Welcome to Affinity Financial Services Inc. (AFS). Thank you all for supporting us through times of market prosperity and turbulence. In the fast-changing and fiercely competitive 21st-century market, it is your trust and support that allows us to become one of the fastest-growing financial services companies in Canada.

 

Wealth management is an ongoing process and lifestyle choice. Success in wealth management brings joy and fulfillment; practicing it helps to establish positive attitudes and good habits.

 

AFS has a team of financial experts with sharp insight and rich practical experience. We are loyal to our business ethics, the privacy of clients, and the needs of the full range of customers. We believe in the "good faith-based" business ethics and adhere to the "pursuit of perfection, customer-oriented" belief. Our operational philosophy is that there is no best, only the most suitable, creating personalized financial solutions based on each client's specific needs.

 

Today, Affinity Financial Services (AFS) is a dedicated team made up of professionals and clients working closely together. In the future, we will continue to strive to earn your loyalty and support. Let us work side by side to explore the ultimate secret of wealth and achieve a brighter tomorrow!

Chloe 童舒蕾2.jpg

Chloe Tong 

Founder, President 

President & CEO of Amerity Wealth Management Inc.

Founder of "Innovative Wealth Management Workshop"​ 

Founder of "AFS Financial Quotient Training Courses"

Life TOT member of MDRT

Canadian MDRT Foundation, VP of Finance

Canada's Outstanding Women Award Winner 

Chloe

SERVICES

Services

Investment Strategies

Increase Cash Flow

Wealth Accumulation

Education Planning

Retirement Planning

 

Mortgage Strategies

Save Interest

Debt Management

Payoff Faster

Emergency Fund

 

Insurance Strategies

Necessary Protection

Estate Preservation

Wealth Transfer

Group Plan

 

Corporate Strategies

Health & Welfare Trust

Tax Advantaged Investments

Corporate Wealth Transfers

Risk Management

“恒譽之夜 譽鑒不凡”   2019 恒譽金融十周年慶典
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“恒譽之夜 譽鑒不凡” 2019 恒譽金融十周年慶典

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