Afina Asset Management

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Description: AFINA Capital Management Inc. is a boutique investment management firm, regulated by the Ontario Securities Commission. We provide conflict-free portfolio management and investment advice directly to investors through a fee-only model. Our model offers investors an attractive alternative to expensive mutual fund trailer commissions that are pushed by Canada’s bank, insurance and mutual fund investment advisers.

Independent advice with the backing of one of Canada’s largest banks. We have combined AFINA’s disciplined and independent portfolio management services, with our partner National Bank Correspondent Network to offer robust account security and a full range of investment account types. We serve a diverse array of investors including business owners, families, corporations and professionals (medical, legal and accounting).

Key Areas of Expertise:

Individual Pension Plans

 

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