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Family Office - Multi • Collingwood, Canada

First Affiliated

First Affiliated is a family office - multi based in Collingwood, Canada, founded in 1989. Verified contact details, AUM data, and investment preferences on FindLPs.

1989
Year Founded
Family Office - Multi
Investor Type
Collingwood, Canada
Headquarters
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.

Investment Focus

What First Affiliated Invests In

Investment types: Investment Funds, Joint Venture/Partner, Junior/Mezzanine Financing, Mergers & Acquisitions/Buyouts, Philanthropy, Private Debt, Private Equity, Structured Equity, Venture Capital

Sectors & themes: Business & Administrative Services, Corporate Finance Consulting, Diversified Finance Consulting, Equity/Mutual Funds, Investment Management, Legal & Tax Services, Research & Consulting Services, Retirement Planning, Trust Management, Wealth & Estate Planning, Impact Investing Commercial & Professional Services, Financial Services, Finance, Professional Business Services, Traditional Investments (Liquid Assets), Values-Based Investing, High-Level Sectors

Preferred geographies: Canada

Location: 21 Fourth Street East\nCollingwood\nOntario\nL9Y 1T2\nCanada

Contact First Affiliated

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.