LP Profile

First Affiliated

Multi Family Office (MFO)Collingwood, CanadaFounded 1989
Collingwood
Headquarters
Investment Focus

About First Affiliated

First Affiliated is a Canadian leader in the modern-day Family Office business. For over 30 years we have helped simplify the lives of busy families, taking the burden out of managing complex financial affairs so that you can focus on what you do best, and enjoy most. Working together with the family's other trusted advisors, we provide independent, objective and strategic advice on wealth, health and lifestyle management. We help families achieve both their immediate financial goals and their legacy goals by expanding their focus to future generations and their community.

Preferred Investment Types

Investment FundsJoint Venture/PartnerJunior/Mezzanine FinancingMergers & Acquisitions/BuyoutsPhilanthropyPrivate DebtPrivate EquityStructured EquityVenture Capital

Preferred Sectors & Themes

Business & Administrative ServicesCorporate Finance ConsultingDiversified Finance ConsultingEquity/Mutual FundsInvestment ManagementLegal & Tax ServicesResearch & Consulting ServicesRetirement PlanningTrust ManagementWealth & Estate PlanningImpact Investing Commercial & Professional ServicesFinancial ServicesFinanceProfessional Business ServicesTraditional Investments (Liquid Assets)Values-Based InvestingHigh-Level Sectors

Preferred Geographies

Canada
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FAQ

Frequently asked questions

What type of investor is First Affiliated?

First Affiliated is a multi family office (mfo) based in Collingwood, Canada.

Where is First Affiliated headquartered?

First Affiliated is headquartered in Collingwood, Canada.

When was First Affiliated founded?

First Affiliated was founded in 1989.

What does First Affiliated invest in?

First Affiliated focuses on Investment Funds, Joint Venture/Partner, Junior/Mezzanine Financing, Mergers & Acquisitions/Buyouts, Philanthropy, Private Debt, Private Equity, Structured Equity.

How can I contact First Affiliated?

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