A benefit of being an independent financial institution is that we do not have barriers of who we can work with. Because of this, we have established relationships with some of the best firms in Atlantic Canada. Below is a list of some of our preferred legal and accounting firms, along with some additional companies that provide specialized solutions that may be of interest.
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.