Affinity Planning Group

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

Gaining perspective to your world is critical to the overall financial plan. We strive to take the time to get to know o...
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.

Wishing all our clients a Happy Victoria Day. Hope you enjoy a well-earned long weekend with family, friends, and sunshi...
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

If you filed your taxes late, after April 30th, then CRA will charge you 5% of the balance owing from 2025 plus 1% for e...
05/12/2026

If you filed your taxes late, after April 30th, then CRA will charge you 5% of the balance owing from 2025 plus 1% for each full month you’re late (up to 12 months). These numbers double if it extends beyond 3 years.

05/07/2026

GDP is the economy’s report card. It measures the value of everything produced in Canada. When GDP grows, business usually hums. When it slows, investors start paying closer attention.

04/30/2026

Your tax refund can be more than spending money. Consider paying debt, boosting your TFSA or RRSP, building savings, or investing toward future goals. Let’s create a smart plan.

04/16/2026

Grace period for filing? No. Penalties and interest can add up quickly. File as soon as possible to minimize costs as it's a 5% late fee plus 1% for each month you file late past April 30th.

Are you looking for a team that supports your financial goals?At Affinity Planning Group, we focus on creating a tailore...
04/14/2026

Are you looking for a team that supports your financial goals?

At Affinity Planning Group, we focus on creating a tailored plan that is designed to specifically address your financial goals at each stage of life. This includes:

1) Retirement Planning
2) Insurance Planning
3) Investment Planning
4) Tax & Estate Planning
5) Budget Planning

Check out our website to learn more about us, or send us a message.

Happy Easter to you and your family! May this season of renewal bring fresh opportunities, financial stewardship, and pe...
04/07/2026

Happy Easter to you and your family! May this season of renewal bring fresh opportunities, financial stewardship, and peace of mind.

04/02/2026

On April 1st, we celebrated our 3 year anniversary at Affinity Planning Group. We are so grateful for all the trust and support. From launching our company to building our brand to supporting our clients. We've come a long way in the last 3 years and there's so much more to look forward to.

On to year four - thank you for being part of this journey with us!

Address

202/4841 Delta Street
Delta, BC
V4K2T9

Telephone

+17787302079

Website

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