Affinity Planning Group

Life insurance isn’t about planning for the unexpected. It’s about protecting the people you’ve planned for. Take time this month to review your coverage and reflect on your insurance goals.

As routines return and the kids head back to school, September is great time to review your family’s financial plan. Treat September as a fresh start for your financial goals to help you stay on track.

Happy Labour Day! Wishing you and your family a restful holiday as we celebrate the hard work and dedication of Canadians everywhere 🍁

We've been honoured to help clients move from short-term budgeting to long-term confidence. Thank you for trusting Affinity Planning Group with your financial future. Your success inspires us.

As the seasons change, it’s a great time to prepare your finances for the months ahead. Your Fall checklist is an important reminder to ensure that you’re staying on track towards the end of the year. A little preparation now can help you finish the year with confidence toward your long-term financial goals

Summer offers the perfect opportunity to teach kids about saving, spending, and earning. Simple money lessons today can build confidence and healthy financial habits that last a lifetime.

Happy BC Day! On behalf of our team at Affinity Planning Group, we wish you and your family a relaxing holiday as you celebrate the beauty of our province. 🍁

It can be hard to balance a budget or plan when you are co-mingling your corporate and personal finances. Understanding how the two operate can make a world of difference for your long-term plan. We’re thankful for the trust that clients place in us to help get them back on track.