恆譽金融發展歷程
07/2008
總裁Shulei (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.