Is it Worth a Second Opinion?
The Canadian investment advisory and financial planning industry is constantly evolving. With numerous business models and licensing requirements, clients are often not aware of the limited solutions offered by their financial institution.
At Affinity Securities, we believe in developing a relationship of trust and diligently working with you to understand your personal objectives. Throughout this process we will provide a tailored strategy which will include educating you on asset classes, providing fee transparency, and understanding risk / performance metrics involved with accomplishing these goals.
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.