Affluence Partners Inc.

"I am more concerned about the return of my money than the return on my money." - Mark Twain

I could not agree more. As a Certified Financial Planner®professional, I understand how important safety is to my clients. As an investor myself, I have experiential knowledge of that sentiment.

At Affluence Partners, we follow 3 simple rules

  • Rule #1: Protect your capital.
  • Rule #2: Conservatively grow your money and remember to protect your gains.
  • Rule #3: Reduce Tax. It is your biggest expense.

Never before have investors had to risk so much to make so little. The fear of loss has never been higher. After a decade of little to no gain, the need for consistent portfolio growth and income has never been greater.

At Affluence Partners Inc. we know what it feels like to be an investor. No silver spoons around here. Just hard work and close attention to the fundamentals that make money grow and protecting that growth. Our specialty is striving to create low-risk tax efficient portfolios that meet the income and growth needs of our clients while focusing on risk reduction. Some people actually call us “risk averse” and we are proud of our reputation.

How are we different?

Our strategies are based on mathematics & science.

We partner with people who want to achieve financial independence once and sustain it for life.

Firstly, we believe furthering your financial education is our responsibility. We want you to be totally informed of all of the pros and cons involved with your options when you make financial decisions. We strive to avoid industry jargon and speak to our clients in regular English. The more you understand when making important decisions, the better your outcome…. And we want you to Win!

Second, our approach to risk mitigation is unique. I have learned over the years that the difference between the good investors and the poor ones is not how they perform in a strong market that helps everyone, but how they control the downside capture in the tough markets. If you don’t put yourself in a hole, you don’t have to dig yourself out.

Lastly, we use technical analysis to assist with our governing investment recommendations. We implement our strategies with investment funds that focus on growing the cash flows of the business on a regular basis, so dividends and distributions will have ample opportunity to grow in the future. We focus on appropriate diversification and asset allocation strategies that will minimize and limit portfolio losses during down markets.

If you would like to learn more, I invite you to come in and enjoy a cup of coffee with us and let us share with you what we are doing for our clients. It will cost only a few minutes of your time, and whether we eventually work together or not, I believe you will find it worthwhile.

About Affluence Partners Inc.

At Affluence Partners Inc., we partner with people who want to achieve financial independence once and sustain it for a lifetime.

Learn more

Our newsletter

The objective of a financial advisor is to strive to advance your financial security so you can live now and thrive tomorrow...

Wealth View Point

Take action

Ready to take the next step towards planning for your financial future? Contact us today to meet and discuss your financial needs.

Contact us