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OUR HISTORY

07/2008

President & Founder Ms. Chloe Tong began educational seminars in Richmond, BC.

05/2009

Affinity Financial Services Inc. was incorporated.

07/2010

Chloe's seminar was officially titled 『Innovative Wealth Management Workshop』.

04/2014

『Innovative Wealth Management Workshop』was conducted in Toronto for the first time.

12/2015

"恆譽金融" was officially established as Affinity Financial's Chinese Company name.

09/2016

Grand Opening of Affinity Financial's Toronto Office.

11/2016

『Innovative Wealth Management Workshop』was conducted in Calgary for the first time.

01/2017

 

Start up of Affinity Financial's White Rock Business Center.

02/2017

Grand opening of Affinity Financial's Calgary Office.

05/2017

Affinity Financial's 8th Anniversary Celebration

Grand Opening of Richmond Branch in BC.

01/2018

Grand Opening of Edmonton Office

『Innovative Wealth Management Workshop』was conducted in Ottawa for the first time.

04/2018

Affinity Financial established its first subdivision.

06/2018

Affinity Financial and its partners established Amerity Wealth Management Inc., a Mutual Fund dealer.

07/2018

Establishment of Sotco Subdivision.

01/2019

Grand Opening of Affinity Financial's Ottawa Office.

03/2019

Trial Opening of Affinity's Calgary Office Building.

06/2019

Affinity's 10th Anniversary Celebration was held in Vancouver.

​General Inquiries

604-285-7175

Info@AffinityFinancial.ca

Vancouver Headquarters
Tel: 604-285-7175
Calgary Office
Tel: 403-460-1888
Toronto Office
Tel: 905-604-7177
Edmonton Office
Tel: 780-452-9604
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DISCLAIMER

The information contained on www.affinityfinancial website (the "Service") is for general information purposes only. Affinity Financial Services Inc. assumes no responsibility for errors or omissions in the contents on the Service.

©2022 Affinity Financial Services Inc.

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