Integrated, Trusted and Accountable Family Wealth Management

The Family Office has a long history originating with “private financial offices” established by families of multi-generational wealth who required integrated, professional counsel across a wide range of financial, legal and personal matters.

First Affiliated is a leading Canadian modern-day Multi-Family Office, providing an independent, coordinated and professional approach towards wealth management. We are dedicated to serving the needs of our clients and their family, based upon the family’s values, opportunities and aspirations.

In this complex world, it is difficult for even the most financially astute to consider their financial and legal affairs to be optimized and under control. They rely on an array of financial, legal, insurance, investment and estate advisors, but the problem is the “silo effect” where each may provide good counsel, but there is a lack of strategic integration.

At First Affiliated, we work in concert with our client’s existing family advisors, acting as the “Family CFO” to provide integrated solutions to optimize and simplify complex matters. We pull all the elements together into a cohesive long-term Family Prosperity Plan™ to achieve maximum impact and value.

We are privately owned and as such our advice is unbiased and independent. As advisors, we sit on the same side of the table as the family. Our services are fee-based and we do not sell any products. Our intention is simply to provide the best integrated strategies and objective advice possible.

As a result, we enrich the lives of our clients and their family members by freeing up their time to focus on the really important things in life, while creating financial security for generations to come.