What We Do

You have financial needs that may be a little more complex than most. That’s where we come in! Our team of highly experienced experts, along with your team of professionals, are here to give you one-on-one personalized service. We take a holistic approach with our clients through all stages of their life.

Our accredited wealth professionals provides a comprehensive range of services from financial planning and insurance to group benefits and more. As a high net-worth client, we offer personalized financial plans tailored to your unique needs and stay with you throughout the years, fine-tuning it as your life evolves.

Our Guiding Principles

Client focused

We genuinely care about our clients and do everything we can to support them and put their needs first.

Expert financial advice

Knowledgeable and always learning, our team is equipped with experience to help navigate complex financial situations.

Leading-edge solutions

Our innovative products and solutions are always evolving to keep up with today’s financial landscape.

Collaborative approach

We work collaboratively across our team to ensure we help you reach your goals.

Our Services

As a valued high net-worth client, you’ll receive personalized attention and expert guidance tailored to your unique financial needs. Your financial plan will be a little more complex as we’ll take into consideration tax planning, insurance or even succession planning to ensure all aspects of your financial future are covered.

Financial Planning

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Tax Planning

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Investment Planning

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Retirement Planning

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Estate Planning

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Business & Farm Succession Planning

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Group Benefits

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Pension Plans

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Wealth Protection Planning

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Our Team

Our team cares about you and your financial future. With years of experience, we bring our knowledge and tools to the table to ensure your complex needs are met. At Affinity Financial Strategies, we offer a comprehensive range of products and services to guide you through your financial journey.

Meet the Team

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.