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
- Website
- affinitysecurities.com
- Industry
- Financial Services
- Employees
- 6
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Graham Roy Cim® | Portfolio Manager & Financial Advisor |
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| Tyler Smith | Financial Advisor at Affinity Financial | Lunenburg, Nova Scotia, Canada |
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| Nick Fraser, Cpa | Lead Tax Specialist at Affinity | Greater Halifax Metropolitan Area, Canada |
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| Ben Rivard, Ca, Cpa, Cim® | Independent Financial Advisor | Halifax, Nova Scotia, Canada |
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Phone
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Employees by Management Level
Individual contributor
2 profiles
Manager
1 profile
Senior / Lead
1 profile