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First Affiliated Holdings Inc. logo — Integrated Family Wealth Management

First Affiliated Holdings Inc.

Integrated Family Wealth Management

Founded 1989 Canada Collingwood, Canada 12 employees Finance, Financial Services +1

General Information

Company Name First Affiliated Holdings Inc.
Founded Year 1989
Location Canada Collingwood, Canada +3
Employees 12
Industries Finance, Financial Services, Wealth Management
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About First Affiliated Holdings Inc.

First Affiliated Holdings Inc. is a Canadian leader in the modern-day Family Office business with a slogan of Integrated Family Wealth Management. Established in 1989, the company specializes in simplifying the lives of busy families by managing complex financial affairs, allowing families to focus on their core activities. Their services extend to providing independent, objective, and strategic advice on wealth, health, and lifestyle management, working in conjunction with the family's trusted advisors. The company aims to help families achieve both their immediate financial goals and legacy goals by expanding their focus to future generations and their community. First Affiliated Holdings Inc. operates primarily in the Finance, Financial Services, and Wealth Management industries from its headquarters in Canada. As of now, there is no publicly available information regarding the company's last investment and the identity of the investors involved.

Taxonomy: Family Office, Wealth Management, Estate Planning, Succession Planning, Investment Management, Financial Planning, Philanthropy, Health Wealth Management, Lifestyle Management, Retirement Planning, Financial Advocacy, Strategic Advice, Legacy Planning

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First Affiliated Holdings Inc. Alternatives & Competitors

First Affiliated Holdings Inc. vs
Zenith Retirement
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We help select retired families with overcoming financial concerns to build an amazing life of signi...

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First Affiliated Holdings Inc. vs
Valley National Financial Advisors
Valley National Financial Advisors United States

Local & Independent One-Stop Financial Planning, Since 1985.

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First Affiliated Holdings Inc. vs
Sherr Financial Associates (SFA)
Sherr Financial Associates (SFA) United States

We offer financial solutions for asset protection, wealth building, and risk management.

7 employees
Finance, Financial Services

FAQ About First Affiliated Holdings Inc.

Integrated Family Wealth Management
First Affiliated Holdings Inc. was founded in 1989.
First Affiliated Holdings Inc. is headquartered in Collingwood, Canada.
First Affiliated Holdings Inc. operates in the following industries: Finance, Financial Services, Wealth Management.
First Affiliated Holdings Inc. has approximately 12 employees.
Top alternatives and competitors to First Affiliated Holdings Inc. include Zenith Retirement, Valley National Financial Advisors, Sherr Financial Associates (SFA), Cornerstone Wealth Management, Canvas Wealth Advisors. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
First Affiliated Holdings Inc. and Zenith Retirement are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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