我們的服務

​投資策略

增加現金流

Increase Cash Flow

資產累積

Wealth Accumulation

 

教育規劃

Education Planning

退休規劃

Retirement Planning

​房貸策略

節省利息

Save Interest

債務管理

Debt Management

 

盡早供完

Payoff Faster

應急資金

Emergency Fund

​保險策略

必要保障

Necessary Protection

資產保全

Estate Preservation

 

財富傳承

Wealth Transfer

團體規劃

Group Plan

企業策略

健康信託

Health & Welfare Trust

優稅型投資

Tax Advantaged Investments

 

企業財富轉移

Corporate Wealth Management

風險管理

Risk Management

服務具項

Disclaimer

In order to sell all the products, an associate must be properly licensed, registered, appointed and acquired necessary designations。
Mutual fund products are distributed through Amerity Wealth Management Inc. Insurance products are distributed through different MG As. Mortgage products are offered through affiliated banks and other lenders. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund facts and prospectus, which contains detailed investment information before investing. Their value change frequently. Past performance may not be repeated and future values are not guaranteed. 

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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DISCLAIMER

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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