History:

In 2008, July, President & Founder Ms. Chloe Tong began educational seminars in Richmond, BC. In 2009, May, Affinity Financial Services Inc. was incorporated. In 2010, July, Chloe's seminar was officially titled 『Innovative Wealth Management Workshop』. Between 2014 and 2018,『Innovative Wealth Management Workshop』was conducted in Toronto, Calgary, and White Rock Business Center, and Ottawa. In the year 2018, Affinity Financial established its first subdivision, established Amerity Wealth Management Inc., a Mutual Fund dealer with partners, and the establishment of Sotco Subdivision. In 2019, Affinity's 10th Anniversary Celebration was held in Vancouver.

历史:

2008年7月，总裁和创始人Chloe Tong女士开始在BC省列治文市举办教育研讨会。2009年5月，爱芬尼金融服务公司正式成立。2010年7月，Chloe的研讨会被正式命名为『创新财富管理研讨会』。2014年至2018年，『创新财富管理研讨会』在多伦多、卡尔加里和白石商业中心以及渥太华进行。在2018年，爱芬尼金融成立了第一个分部，成立了Amerity Wealth Management Inc.，与合作伙伴的共同基金经销商，以及Sotco分部的成立。2019年，爱芬尼的十周年庆典在温哥华举行

Service and products:

1) Investment Strategies in Increase Cash Flow, Wealth Accumulation, Education Planning, and Retirement Planning

2) ​Mortgage Strategies in Save Interest, Debt Management, Payoff Faster, and Emergency Fund

3) Insurance Strategies: Necessary Protection, Estate Preservation, Wealth Transfer, and Group Plan

4) Corporate Strategies: Health& Welfare Trusts, Tax Advantage investments, Corporate Wealth Management, and risk Management

服务和产品：

1) 增加现金流、财富积累、教育规划和退休规划方面的投资策略

2) 抵押贷款策略：节省利息、债务管理、加快还款速度和应急基金

3) 保险策略。必要的保护，遗产保护，财富转移，和团体计划

4) 公司策略。健康和福利信托、税收优势投资、企业财富管理和风险管理

官方网站：https://www.affinityfinancial.ca/