Affinity Planning Group

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

We've been honoured to help clients move from short-term budgeting to long-term confidence. Thank you for trusting Affin...
08/25/2026

We've been honoured to help clients move from short-term budgeting to long-term confidence. Thank you for trusting Affinity Planning Group with your financial future. Your success inspires us.

As the seasons change, it’s a great time to prepare your finances for the months ahead. Your Fall checklist is an import...
08/18/2026

As the seasons change, it’s a great time to prepare your finances for the months ahead. Your Fall checklist is an important reminder to ensure that you’re staying on track towards the end of the year. A little preparation now can help you finish the year with confidence toward your long-term financial goals

Summer offers the perfect opportunity to teach kids about saving, spending, and earning. Simple money lessons today can ...
08/11/2026

Summer offers the perfect opportunity to teach kids about saving, spending, and earning. Simple money lessons today can build confidence and healthy financial habits that last a lifetime.

Happy BC Day! On behalf of our team at Affinity Planning Group, we wish you and your family a relaxing holiday as you ce...
08/03/2026

Happy BC Day! On behalf of our team at Affinity Planning Group, we wish you and your family a relaxing holiday as you celebrate the beauty of our province. 🍁

It can be hard to balance a budget or plan when you are co-mingling your corporate and personal finances. Understanding ...
07/28/2026

It can be hard to balance a budget or plan when you are co-mingling your corporate and personal finances. Understanding how the two operate can make a world of difference for your long-term plan. We’re thankful for the trust that clients place in us to help get them back on track.

07/23/2026

How often should you review your investment portfolio? For most investors, once or twice a year is enough—plus after major life changes. Stay focused on your goals, not daily market headlines.

Planning renovations this summer? Focus on projects that improve your home’s value or functionality in life while stayin...
07/21/2026

Planning renovations this summer? Focus on projects that improve your home’s value or functionality in life while staying within budget. Smart upgrades can benefit both your lifestyle and your long-term financial plan.

We’re halfway through 2026, which is hard to believe. We encourage our clients to review their goals, objectives and pla...
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.

If you think your credit card covers everything, it might be wise to check it again. You don’t need a surprise in the ev...
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.

Address

202/4841 Delta Street
Delta, BC
V4K2T9

Telephone

+17787302079

Website

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