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.
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。
Amerity Has Over 150 Registered Mutual fund Representative
We are servicing over 5000 families all over Canada
There are more than 460 Million Asset under Amerity Management
Suite 403 - 3100 Steeles Ave East
Markham ON, L3R8T3