總裁Shulei (Chloe) Tong創辦理財新思路課程。

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

Affinity Financial Services Inc. 成立。

Affinity Financial Services Inc. was incorporated.

【成功理財新思路課程】正式冠名。

The seminar was officially titled 『Innovative Wealth Management Workshop』.

成功理財新思路（多倫多）第一講。

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

公司中文冠名“恆譽金融”。

Affinity Financial Services Inc. officially established a Chinese Company name.

多倫多辦公室開業。

Grand Opening of Toronto Office.

成功理財新思路（卡加里）第一講。

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

White Rock 白石商務中心正式啟動。

Start up of White Rock Business Center.

卡加里辦公室正式啟動。

Start up of Calgary Office.

列治文分公司開業暨公司成立8周年慶典。

Affinity Financial's 8th Anniversary Celebration and the Grand Opening of Richmond Branch in BC.

埃德蒙頓辦公室開業 及 成功理財新思路（渥太華）第一講。

Grand Opening of Edmonton Office; 『Innovative Wealth Management Workshop』was conducted in Ottawa for the first time.

恆譽上升為集團公司、成立源通分公司。

Affinity Financial established its first subdivision.

恒誉联手行业伙伴成立Mutual Fund Dealer 凯盛财富 Amerity Wealth Management Inc.

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

成立天瑞分公司。

Establishment of Sotco Subdivision.

天瑞分公司渥太華辦公室開業。

Grand Opening of Sotco's Ottawa Office.

恒誉卡加利办公大厦试运营。

Trial Opening of Affinity's Calgary Office Building.

恆譽10周年慶典。

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