公司歷程

07/2008

總裁童舒蕾Chloe Tong創辦理財新思路課程。

President Ms. Chloe Tong began educational seminars in Richmond, BC.

05/2009

Affinity Financial Services Inc. 成立。

Affinity Financial Services Inc. was incorporated.

07/2010

【成功理財新思路課程】正式冠名。

The seminar was officially titled 『Innovative Wealth Management Workshop』.

04/2014

成功理財新思路(多倫多)第一講。

『Innovative Wealth Management Workshop』was conducted in Toronto for the first time.

12/2015

公司中文冠名“恆譽金融”。

Affinity Financial Services Inc. officially established a Chinese Company name.

09/2016

多倫多辦公室開業。

Grand Opening of Toronto Office.

11/2016

成功理財新思路(卡加里)第一講。

『Innovative Wealth Management Workshop』was conducted in Calgary for the first time.

01/2017

White Rock 白石商務中心正式啟動。

Start up of White Rock Business Center.

02/2017

卡加里辦公室正式啟動。

Start up of Calgary Office.

05/2017

列治文分公司開業暨公司成立8周年慶典。

Affinity Financial's 8th Anniversary Celebration and the Grand Opening of Richmond Branch in BC.

01/2018

埃德蒙頓辦公室開業 及 成功理財新思路(渥太華)第一講。

Grand Opening of Edmonton Office; 『Innovative Wealth Management Workshop』was conducted in Ottawa for the first time.

04/2018

恆譽上升為集團公司、成立源通分公司。

Affinity Financial established its first subdivision.

06/2018

恒誉联手行业伙伴成立Mutual Fund Dealer 凯盛财富 Amerity Wealth Management Inc.

Affinity Financial and partners established Amerity Wealth Management Inc., a Mutual Fund dealer.

07/2018

成立天瑞分公司。

Establishment of Sotco Subdivision.

01/2019

天瑞分公司渥太華辦公室開業。

Grand Opening of Sotco's Ottawa Office.

03/2019

恒誉卡加利办公大厦试运营。

Trial Opening of Affinity's Calgary Office Building.

06/2019

恆譽10周年慶典。

Affinity's 10th Anniversary Celebration was held in Vancouver.

溫哥華總公司
Tel: 604-285-7175
卡爾加里辦公室
Tel: 403-460-1888
多倫多辦公室
Tel: 905-604-7177
埃德蒙頓辦公室
Tel: 780-452-9604
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The information contained on www.affinityfinancial website (the "Service") is for general information purposes only. Affinity Financial Services Inc. assumes no responsibility for errors or omissions in the contents on the Service.

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