# Affect Wealth - **Website:** - **Primary alias:** `affectwealth.ca` ## Description Affect Wealth is a financial planning practice based in Dunnville, Ontario, serving clients across the Niagara Region, Haldimand, and beyond. Led by Phil Janzen, a mutual fund representative with Investia Financial Services Inc., the practice offers personalized guidance to help people prepare for their financial future. Its services include retirement savings and income planning, socially responsible investing, and life insurance. Affect Wealth emphasizes investments that align with clients’ values, supporting a sustainable and positive approach to saving while helping clients work toward a comfortable retirement. The planning process begins with an introductory, no-obligation meeting, available in person or virtually, to review a client’s circumstances and goals. Phil then develops a personalized investment plan and strategy based on the information shared. Clients can meet regularly to review progress and keep their plan on track, with an approach focused on building a trusted relationship and helping them understand their finances. Affect Wealth aims to make investing clearer and more empowering, so clients can feel confident and prepared for the future. ## Industries - 💰 Finance - 💰 Financial Planning and Management _(under Finance)_ ## Links - [linkedin](https://linkedin.com/company/affect-wealth) - [facebook](https://facebook.com/affectwealth) ## Logos & icons - logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idg_S1XbUl/w/114/h/123/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1790431234188) - icon _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idg_S1XbUl/w/1153/h/1153/theme/dark/icon.png?c=1bxid64Mup7aczewSAYMX&t=1790431234391) ## Colors | Name | Hex | Theme | | --- | --- | --- | | Monza | #d90707 | accent | | Thatch Green | #3e491c | dark | | White | #ffffff | light | ## Fonts - Arial — asset _(custom)_ ## Imagery - banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idg_S1XbUl/w/2048/h/799/idjWaK41Zq.jpeg?c=1bxid64Mup7aczewSAYMX&t=1790431234693) --- _Source: _ _See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._