# First Affiliated Holdings

First Affiliated Holdings is a Multi Family Office based in Collingwood, Canada.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Collingwood, Canada
- **Region:** North America
- **Address:** 115 Hurontario Street, Suite 302, Collingwood, ON L9Y 2L9, Canada
- **Founded:** 1989
- **Assets under management:** Undisclosed
- **Website:** firstaffiliated.ca
- **LinkedIn:** https://ca.linkedin.com/company/first-affiliated-holdings-inc.

## Regulatory record

- **Reports private funds:** No

## About

Chris Clarke established First Affiliated Holdings to deliver coordinated services to Canadian families. The firm operates through First Affiliated Securities Inc. and First Affiliated Family Office Group Inc., both based in Collingwood. Deployment spans fund-of-funds vehicles, philanthropic allocations, and real estate positions confined to North America. ESG considerations shape the technology focus within the portfolio. The firm maintains membership in CAASA and holds recognition from STEP as one of the top four family offices worldwide. First Affiliated Foundation and Toni Kohn Woodward Foundation sit alongside the core operation. No public disclosure exists on team size, AUM, or specific holdings. Recent public records contain no dated operational events from the last 24 months.

## Sectors

- Real Estate
- ESG

## People

- Chris Clarke — CEO, Co-owner, and Founder
- Karl Mortveit — Co-owner and Head of Operations
- W. Barton Rowe — Partner and Head Investment Strategist
- Tina Di Vito — Head of Family Office Services
- Brent Barrie — Head of Financial Planning

## Questions

### Who runs investment decisions at First Affiliated Holdings?

Chris Clarke serves as CEO and founder. W. Barton Rowe acts as Head Investment Strategist. Karl Mortveit oversees operations as co-owner.

### Does First Affiliated Holdings participate in fund commitments or only direct deals?

The firm uses fund-of-funds structures alongside direct real estate holdings. No public breakdown of allocation weights exists.

### What investment stages does First Affiliated Holdings typically target?

Public materials list no stage preferences. Activity centers on real estate and fund-of-funds vehicles without disclosed venture or growth equity focus.

### Does First Affiliated Holdings maintain philanthropic structures, and how are they separated?

First Affiliated Foundation and Toni Kohn Woodward Foundation operate alongside the firm. Details on governance separation remain undisclosed.

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- [Firlej Kastory](https://altss.com/profile/firlej-kastory)
- [First Assetz](https://altss.com/profile/first-assetz)

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Last updated: 2026-08-10T15:54:10.904Z

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