恆譽金融發展歷程

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.