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.