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."
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 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
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