Empowering Prosperity. Building Legacies.™

First Affiliated is a privately owned Canadian Multi-Family Office. To us this isn’t just a job; it is our life’s blood, our personality expression, our vision and our reputation.  We intentionally run First Affiliated as a family business, both in our relationships with clients and our employees, something that does not happen at large financial institutions. The results speak for themselves with low client and staff turnover, resulting in lasting, trusted and successful relationships.

First Affiliated has spearheaded the development of the independent Multi-Family Office (MFO) in Canada with an innovative approach towards integrated wealth, lifestyle and legacy management. We continue to innovate today, modeling best practices, providing market education through the First Affiliated Academy and facilitating philanthropic initiatives through the First Affiliated Foundation.

Our leadership and innovation were recognized in 2009 when The Society of Trust and Estate Practitioners (STEP) voted First Affiliated one of the four top Family Offices worldwide.  We were also the proud recipients of the 2009/2010 Canadian Association of Family Enterprise (CAFÉ) Family Business of the Year Award – Georgian Bay Chapter.