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Amerity Wealth Management

Build wealth for clients, offer advanced platform for advisors

 

With the rise of technology is changing all services industries and professions, Wealth management is no exception. The client in the digital age have easy access to knowledge, information and quality product recommendations through technology and the internet. Financial products are becoming commoditized for the average consumer, and good quality asset allocation, diversification and product selection is increasingly provided by financial technology. With the disruption caused by technology. Amerity is one of the believers to keep embracing the "human advice model" that is more focused on true financial planning to help clients meet their goals in a way that cannot be replicated by technology.

Our Service

Investment Planning

Investment Planning

Tax Planning

Tax Planning

Retirement Planning

Retirement Planning

Financial Management

Financial Management

Insurance Planning

Insurance Planning

Estate Planning

Estate Planning

About us

Amerity Wealth Management Inc. (Amerity) is a mutual fund dealer registered in the province of Alberta, British Columbia and Ontario. Amerity offers mutual funds products from a variety of reputable fund companies operating in Canada to satisfy the needs of savings, retirement and asset growth of individuals and companies. We look to build wealth for clients, to offer the most advanced platform for advisors, and to contribute values to society.

Amerity Wealth Management Inc. 中文名凯盛财富,成立于2018年,是一家致力于以“客户的财务愿景” 为中心的独立财富管理公司。Amerity打破了传统的理财方式,通过主动去了解客户的的财务目标,站在客户的立场思考问题,最后结合专业知识,客观判断,帮助客户完成合理资产配置的一家综合性金融服务企业。

2018年6月,Amerity Wealth Management Inc. 获得了加拿大安大略省(ON),不列颠省(BC),和艾尔伯塔省(AB)的互惠基金经销商资格,同时也成为了加拿大的互惠基金协会(MFDA: Mutual Fund Dealer Association)的成员之一。

​截止2020年12月31日,公司已经拥有了一只超过百名基金投资顾问的队伍,已经在多伦多,温哥华,卡尔加里,埃德蒙顿等城市设立了分布,成为了加拿大众多基金经销商中发展最快的公司。可以说,经过了两年的发展,Amerity已经成为了加拿大最具规模的具有华裔背景的基金经销商。

Amerity Achievements

120+

Amerity Has Over 120 Registered Mutual fund Representative

3000+

We are servicing over 3000 families all over Canada

400

Million

There are more than 400 Million Asset under Amerity Management

Contact us

Suite 403 - 3100 Steeles Ave East

Markham ON, L3R8T3 

 

Email: info@amerity.ca
Tel:  905-307-3688

Fax: 905-307-3699

 

Our Address