Let’s take your financial goals to new heights

Welcome to Affinity Financial Strategies, where your financial aspirations are our top priority. Leveraging our expertise and team, we’re able to take your complex financial needs and help you grow your wealth.

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Professional Advice

We’re a team of the most experienced senior wealth advisors dedicated to offering niche financial solutions. We’ll partner with you and your team of professionals to design plans for your financial future. We bring you a broad range of advice and services tailored to the needs of high net-worth clients.

Financial Planning

We take the time to understand your financial goals and build you a customized plan to help grow your wealth.

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Retirement Planning

You have a retirement dream and we’re here to map it out before and after to bring peace mind to your golden years.

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Investing

Our main objective is to ensure that every dollar you ear is working just as hard as you do, helping you achieve your financial goals and secure your future.

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Estate Planning

Create your legacy, with our expert guidance. We'll work with your team of professionals to create a personalized plan to transfer your wealth, retain more of your assets and help you leave a legacy you can be proud of.

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Business and Farm Succession

In this complex area, we bring the expertise to explore the options that best align with your future goals.

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Tax Planning

Implementing effective strategies to minimize taxes is a key objective when developing solid financial plans.

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Why Affinity?

Partnering with Affinity Financial Strategies means you’re part of the credit union system. With roots in Saskatchewan, our local team not only understands your complex financial needs but shares in your values.

You’ll have access to the most experienced wealth experts dedicated to your success. Whether your goals are complete financial freedom in your golden years, watching your children succeed in their educational paths or finally building that dream home you’ve been imagining, we’ll be with you by your side. Let’s create a financial plan to make your personal dreams come true.

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Wealth Protection Planning

Ensure your family and your business are protected when you need it the most. By incorporating insurance into your financial plan, you can take comfort in knowing that you, your loved ones and your wealth are well cared for. Rest easy with the assurance that your future is secure.

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Affinity Financial Strategies is a program provided by Aviso Insurance Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Affinity Financial Strategies is a trademark of Affinity Credit Union, used under license by Aviso Insurance Inc.