Affinity Financial Group - Harbourfront Wealth Management
Company

Affinity Financial Group - Harbourfront Wealth Management

Financial Services Ca 6 employees
Employees
6
Contacts
2
Emails
2
Phones
1

Affinity Financial Group - Harbourfront Wealth Management Overview

Headquarters
Ca
Industry
Financial Services
Employees
6
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Affinity Financial Group - Harbourfront Wealth Management

Affinity Financial Group was founded as a group of independent advisors seeking top-end solutions while avoiding conflicts of interest and significant limitations that are often found in the Financial Planning / Investment Advisory industry. Our vision is to manage an efficient client base that ensures our levels of service and commitment are maintained throughout the course of the business relationship. In the end, we realize that at the core of any quality relationship is trust and mutual respect. We are not pressured to focus on sales targets and high volume business that much of the advisory industry is accustomed to. Rather, we prefer to focus on building a higher quality Advisor – Client relationship. In our experience, this increases the success rate of clients reaching their financial goals while having piece of mind and comfort in who they entrust with these goals.

Affinity Financial Group - Harbourfront Wealth Management Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
1
25.0% coverage

Affinity Financial Group - Harbourfront Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Graham Roy Cim® Portfolio Manager & Financial Advisor
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Tyler Smith Financial Advisor at Affinity Financial
Email
Nick Fraser, Cpa Lead Tax Specialist at Affinity
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Ben Rivard, Ca, Cpa, Cim® Independent Financial Advisor
Email Phone

Employees by Management Level

Individual contributor 2 profiles
Manager 1 profile
Senior / Lead 1 profile

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