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Frequently Asked Questions
What's the difference between Affinity Wealth Management and Affinity Financial Strategies?
Our Affinity Wealth Management team is located in our Affinity Advice Centre’s or over the phone through our Wealth Advisory Team, in partnership with Aviso Wealth. This team has access to the tools to guide you through your investment journey by offering mutual funds or guaranteed investment solutions.
If you have a more complex wealth planning and investment needs, you can feel confident in your financial future by partnering with an experienced professionals through Affinity Financial Strategies who offer customized financial services such as personalized wealth strategies, a wide range of investment solutions, wealth protection planning, group benefits, pension plans for personal and business needs and more.
What can I expect from working with an Affinity advisor?
Our wealth experts can create a custom financial plan based on your specific needs, goals and stage of life. Your plan is designed to be flexible and can be adjusted as your priorities change over time.
What makes you different from other financial advisors?
Affinity advisors are more than just experienced and knowledgeable experts in their field. They care deeply about their clients and take the time to get to know you and your needs. They are socially conscious and care about making a difference in the local communities they live and work in. That’s the difference that working with a credit union can make!
Do you have a minimum investment requirement?
Some types of investments have minimum requirements, but regardless of your initial investment size, we have solutions to get you started today. You might be surprised how quickly your savings can grow with regular contributions! Contact us at 1.866.272.2521 to discuss your options.
Why is risk tolerance important and how can I figure out what mine is?
Assessing your risk tolerance is an important step in developing your financial plan. We’ll ask you a series of questions to determine how you feel about certain investment scenarios. The results of this questionnaire help us understand your aptitude to risk when it comes to your investments. This allows us to recommend the best possible investment plan, tailored just for you.
What does it mean to have a ‘diversified portfolio’?
A diversified portfolio is putting your money into a mix of different investment types that have varying levels of risks and returns. The strategy behind this is similar to the expression ‘don’t put all your eggs in one basket’. By spreading your money out, you can lower your overall risk level. Your advisor can help you determine what that will look like for your unique scenario.