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The integrated approach to growing and protecting your wealth.

Experience the difference of a holistic, planning first approach to your personal finances and your business.

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Do you have a plan to help you live the life you dream of?

If you have questions such as the ones below and are wondering how to answer all of your financial questions, we can help.

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Will I have enough to live the retirement lifestyle I’ve dreamed of?

Will I have enough to live the retirement lifestyle I’ve dreamed of?

Is my family going to be ok if something should happen to me?

Is my family going to be ok if something should happen to me?

Can I afford to help my children with a downpayment for their home?

Can I afford to help my children with a downpayment for their home?

Is my business underinsured?

Is my business underinsured?

Do I have enough insurance to protect myself, my business and those I love?

Do I have enough insurance to protect myself, my business and those I love?

Do I have the right investment strategy to reach my goals?

Do I have the right investment strategy to reach my goals?

Am I taking too much risk with my investments?

Am I taking too much risk with my investments?

Will I have enough to cover my long term health care needs?

Will I have enough to cover my long term health care needs?

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“I would never suggest my family members get in a car with a blindfolded driver, which is similar to forging ahead without a financial plan, you can’t see where you’re going. We want to make sure you are clear on your path and have the right GPS coordinates to navigate the twists and turns in the road. By joining the Integrated Advisory Network, we can offer a holistic approach to help you plan for your future.”

Erika Kubik, CPA, CA
Partner

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It begins with what's important to you.

We provide specialized Wealth Planning services not available in most accounting firms by integrating your personal and business finances into a single, focused plan that helps you get to where you want to be. 

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Discover

Discover

In our first meeting, we uncover what matters most to you, discover exactly where you are, and get clarity on where you want to be with the “My Why” exercise.

Advise

Advise

Next, with a clear understanding of what you want to achieve, we create a plan and offer specific advice that aligns with your priorities and goals for your financial life.

Implement

Implement

Our team of specialists then implement your plan. Together we measure, track, and adjust it as needed.

Review

Review

We remain present and active as your plan and life evolve. By reviewing your progress, “My Why” and other changes in your life we then update your plan to navigate and adapt to those changes.

Discover

Discover

In our first meeting, we uncover what matters most to you, discover exactly where you are, and get clarity on where you want to be with the “My Why” exercise.

Advise

Advise

Next, with a clear understanding of what you want to achieve, we create a plan and offer specific advice that aligns with your priorities and goals for your financial life.

Implement

Implement

Our team of specialists then implement your plan. Together we measure, track, and adjust it as needed.

Review

Review

We remain present and active as your plan and life evolve. By reviewing your progress, “My Why” and other changes in your life we then update your plan to navigate and adapt to those changes.

Comprehensive Financial Planning

Our approach to Comprehensive Financial Planning integrates your personal finances, your business, and your advisory team, to ensure you optimize the benefits of financial planning, strategy, access to resources and best-in-class implementation.

Investment Management Review

You’ve worked hard for your money. An Investment Management Review ensures that your investment strategy is aligned with your goals.

Risk Management Review

Conversations about the impact of disability, illness, and death are never easy to have, yet they’re extremely important. You deserve to know you’re protected from life’s risks, both personally and for your business.

How we can help.

Book a discovery meeting today and learn how we can help you take your plan to the next level.

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It's time to start planning with your integrated team.

Book a discovery meeting today and learn how we can help you take your wealth management strategy to the next level, so you can reach your financial goals.

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Affirm LLP and Affirm Wealth Ltd. are proud and independent members of the Integrated Advisory Network