Find a CEA

David Lyon - Key Services

Wealth Planning

Tax & Estate Planning

Investment Management

Debt Management

Insurance Planning

Client Education

Over 40 years of helping small businesses and individuals plan for their financial future.

I am a Chartered Professional Accountant (CPA), Enrolled Agent (EA), and the owner of ACW Accounting & Tax Services, specializing in Canadian personal and corporate tax preparation, as well as U.S. personal tax returns and ITIN applications. As a Certified Executor Advisor (CEA), I also provide guidance to executors on estate-related tax matters.

What sets my business apart is my ability to navigate both Canadian and U.S. tax systems, offering tailored and professional solutions to simplify my clients’ tax and financial needs.

Estate & Succession Planning

Retirement Planning

Risk Management Planning

Charitable Planning

Funeral Pre-planning and pre-funding is an important legacy for your
loved ones.  Serving the West Kootenays representing Castlegar Funeral
Chapel, Thompson Funeral Service and Clark's Funeral Services ensuring
your wishes are registered and honoured.  Helping your loved ones avoid
the burden of paperwork, difficult decisions and being left with a bill
to pay is priceless.

James MacKay, B.Sc, BSW

Blair MacLean, RFP,CFP,CLU, RHU

Integrated Family Office offering accounting, financial planning, legal, investment overview

CANFIN Wealth Management is a premier advisory firm specializing in
comprehensive financial planning, business advisory, and accounting services.

As an Associate Portfolio Manager and Certified
Financial Planner within the CANFIN ecosystem, I provide strategic leadership
and direction for CANFIN Wealth Management. My focus includes delivering
fiduciary investment advice, constructing customized portfolios, and overseeing
performance monitoring to help clients achieve their long-term financial goals.
I am Chartered, Certified, and Registered to provide financial planning and
investment advisory services.

Feel free to contact me at: mahabir@canfin.com

I am a lawyer practicing in Wills and Estate Planning and Administration based in Dartmouth, NS. I help clients explore various estate planning strategies and assist them with preparing a tailored estate plan, which includes drafting wills, an enduring power of attorney, personal directives (living wills) and establishing trusts. 

At Affinity Capital, we specialize in providing comprehensive financial planning services, as well as expert accounting and tax filing for individuals, families, and small business owners. Our mission is to simplify the complexities of finance and empower our clients with clarity, confidence, and control over their financial futures.

With a strong foundation in both financial planning and tax strategy, we bring a well-rounded approach to helping clients achieve their personal and business goals. Our services include:

• Holistic financial planning


• Investment and retirement planning


• Tax planning and preparation


• Business accounting and bookkeeping


• Cash flow and budgeting support


• Strategic advisory for entrepreneurs and incorporated professionals

Credentials

We are led by a team of Certified Financial Planners (CFPs) and experienced tax professionals who are passionate about helping clients make informed decisions.

What Makes Us Unique

What sets Affinity Capital apart is our ability to bridge the gap between long-term financial planning and detailed day-to-day financial management. We don’t just look at the numbers — we look at the whole picture. Our personalized approach ensures that each client receives tailored strategies that align with their values, goals, and lifestyle. Whether you’re building wealth, managing a business, or planning for retirement, we’re here to support every step.