Wealth Protection Planning

At Affinity Financial Strategies, we provide peace of mind with our comprehensive wealth protection planning, ensuring financial security when you need it most.

By integrating protection strategies into your financial plan, we’ll provide comprehensive and swift financial relief if the unexpected occurs to ensure financial stability.

With your complex needs, we’ll incorporate intricate insurance solutions to ensure the financial security of your personal and business assets. You can rest assured that you, your loved ones, and your wealth are well cared for.

We work with you to address life's uncertainties and create a tailored protection plan to secure your family's and business’s future financial well-being. Our offerings include:

  • Life
  • Critical Illness
  • Disability
  • Long-term Care
  • Annuities (a form of retirement income)
  • Segregated Funds (long-term investments that guarantee 75–100% of your original investment)

Combining both Estate planning with Wealth Protection Planning, we’ll be armed with a financial plan for your complex needs.

Our Team

Our dedicated Affinity Financial Strategies team is committed to providing insurance solutions to safeguard your family or business. We offer the expertise and guidance you need to have peace of mind, no matter what the future holds.

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.

Your insurance contract will provide details of the coverage available under the plan you choose. Restrictions may apply. Any amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value.