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First Affiliated Background & Overview Overview
Type
Family Office - Multi
General Information
First Affiliated is a multi-family office headquartered in Collingwood. The firm provides integrated wealth management and advisory services to high-net-worth families, addressing the complexities of multi-generational financial stewardship. With a focus on objective advice and tailored solutions, First Affiliated supports clients in investment oversight, estate planning, and family governance—enables families to navigate financial decisions and sustain long-term prosperity across generations.
Contact Information
Website:
Website:
www.firstaffiliated.ca
Year Founded:
First Affiliated Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Family Office - Multi
First Affiliated Leadership & Principals
Title:
Email:
Corporate Office:
Collingwood, Canada
First Affiliated Portfolio & Notable Allocations
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