First Affiliated Holdings Inc
First Affiliated is a Canadian leader in the modern-day Family Office business. For over 35 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.
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Verified contacts
11
available on Kipplo
LinkedIn employees
14
11 to 50 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
0
tools in use
Monthly traffic
1
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- BB
Brent Barrie
Head of Financial Planning · Finance & Accounting
EmailPhone - TD
Tina di Vito
Head, Family Office Services · Finance & Accounting
EmailPhone - RM
Rachele Mortveit
Family Office Manager · General Business & Management
EmailPhone - SB
Shubhra Bhalla
Senior Tax & Financial Analyst · Finance & Accounting
EmailPhone - TM
Tara Mathanda
Senior Tax Manager · Finance & Accounting
EmailPhone - KW
Kerri Whaley
Compliance and Investment Administrator · Other
EmailPhone - NS
Nathalia Silva
Wealth Planning Specialist · Finance & Accounting
EmailPhone - AB
Andrea Baker-Nash
Manager HR & Corporate Administration · Other
EmailPhone - CC
Chris Clarke
CEO, Owner and Family Office Director · Other
EmailPhone
Showing 9 of 11 verified contacts
Top roles at First Affiliated Holdings Inc
10 distinct titles indexed · top 10 shown.
- 1ceo, owner and family office director
- 1compliance and investment administrator
- 1family office manager
- 1head of financial planning
- 1head, family office services
- 1manager hr & corporate administration
- 1reports & reconciliation manager
- 1senior tax & financial analyst
- 1senior tax manager
- 1wealth planning specialist
Sign up to unlock all 11 contacts at First Affiliated Holdings Inc
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