Affinity Planning Group

Home
Canada
Delta, BC
Affinity Planning Group

Affinity Planning Group focuses on designing the right plan for you with transparent advice.

07/14/2026

We’re halfway through 2026, which is hard to believe. We encourage our clients to review their goals, objectives and plans as they settle in to the last half. Small changes today can make a meaningful difference at year-end.

07/09/2026

A bucket list isn't just about travel—it's about life goals. Maybe it’s playing St. Andrew’s or climbing Mt. Everest or visiting Machu Picchu. Whatever it is, let's build a financial plan that helps turn your dreams into achievable milestones, one meaningful experience at a time.

07/07/2026

If you think your credit card covers everything, it might be wise to check it again. You don’t need a surprise in the event of a claim this summer. Travel insurance can be inexpensive and comprehensive.

07/01/2026

On behalf of Affinity Planning Group, Happy Canada Day! May your barbecues be hot, your long weekend relaxing, and your financial plans as strong and steady as the True North.

06/21/2026

First day of summer means longer days, brighter skies, and a good reminder that small financial habits can grow over time. Enjoy the sunshine—your future self will thank you.

06/09/2026

Starting in 2026, if you are eligible to defer your property taxes, the new rules confirm that you will be charged Prime + 2% on a monthly compounded interest formula. What use to be simple interest in past is no longer the case for the future. Understand the impact to you if you choose this route.

05/26/2026

Gaining perspective to your world is critical to the overall financial plan. We strive to take the time to get to know our clients by understanding what is important to them and what we can do to make this process as smooth as possible. Finding a planner that cares for you should be top of mind.

05/21/2026

Completing the Canadian census helps shape healthcare, schools, housing, roads, and community services. Accurate data ensures governments and businesses make informed decisions that reflect the real needs of Canadians nationwide.

05/18/2026

Wishing all our clients a Happy Victoria Day. Hope you enjoy a well-earned long weekend with family, friends, and sunshine while making time to relax and recharge

Address

202/4841 Delta Street
Delta, BC
V4K2T9

Telephone

+17787302079

Website

http://www.affinityplanning.ca/

Alerts

Be the first to know and let us send you an email when Affinity Planning Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Affinity Planning Group: