At Affinity Securities, when designing your portfolio we are able to utilize a wide array of solutions to help you reach your goals. In Canada, there are numerous options in designing your investment portfolio, some of the major categories include:
Individual Securities (Stocks, bonds)
Exchange Traded Funds (ETFs)
Mutual Funds and SMA’s
Investments are provided through Worldsource Securities Inc., Member of the Canadian Investor Protection Fund, Member of the Investment Industry Regulatory Organization of Canada and sponsoring investment dealer of Affinity Securities.
You can check the registration status of your Advisor at IIROC AdvisorReport
* Tax advice, risk management and other advisory services including insurance solutions are provided as part of a comprehensive financial plan through Affinity Financial Group Please visit www.affinityfg.com for further information.