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.