Empowering Prosperity. Building Legacies.™
First Affiliated is a privately owned Canadian Multi-Family Office. To this day, First Affiliated remains a family controlled business giving us an intimate perspective of best practices when dealing with family issues around money and relationships. This perspective leads to shared wisdom and service excellence that no large financial institution can match. The results speak for themselves with lasting, trusted and mutually supportive client relationships.
First Affiliated spearheaded the development of the independent Multi-Family Office (MFO) in Canada with our Family Office Solution, and an innovative approach towards integrated wealth, lifestyle and legacy management. We continue to innovate today, modeling best practices and family education through The Family Treasury™ and facilitating philanthropic initiatives through the First Affiliated Foundation.
Our leadership and innovation was recognized 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 Canadian Association of Family Enterprise (CAFÉ) Family Business of the Year Award – Georgian Bay Chapter.