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First Affiliated is a Canadian lender in the modern-day Family Office business. For over 35 years we have helped simplify the lives of busy families. As the family's personal CFO, we provide integrated wealth management, estate and succession planning, and strategic philanthropy. We deliver administrative support including bookkeeping for the family, their trusts and holding companies. We help families manage complex financial matters, preserve their lifestyle and build legacies.
Member Since: 2025