LL.B. CFA CFP CIM

First Affiliated is a privately owned Canadian multi-family office. Guided by your values and aspirations, we help you to define your finest life, ensure financial security, and create a family legacy. Working together with your other trusted advisors, we help simplify complex matters and optimize your financial affairs to meet your family goals, allowing you to focus on the things you do best and enjoy most.

Former director of RIA Canada

First Affiliated's family office services are suitable for corporate executives, business owners, families with members in multiple countries, or any family with complex financial needs including succession planning issues or health issues. Typically the families we work with have accumulated net worth (business, commercial real estate, or liquid assets) of more than $20 million, however we have also successfully worked with families earlier in their wealth accumulation stage.