Client FirstCall Benefits
A value-added service included for all active clients.
Have Affinity Capital be on-call as your personal CFO, acting as your advisor when making financial decisions.
We understand that life happens and that you may require professional assistance. Clients that opt-in to the services included in our fee-based services have the added benefit of having our team at Affinity Capital acting as their personal CFO.
When life throws you a curveball and you need the help of a professional, give us a call and we'll do our very best to get you the help you need as soon as possible, either in-house or through our vast network of professionals.
Accounting & Tax
Real Estate Law
Family & Estate Law
Financial & Debt Assistance
Mortgage & Loans
Executor and Trustee Services
Medical & Group Insurance
Give us a call and we will connect you with the resources you need.
Working with Anup at Affinity Capital was a really positive experience. I met Anup at the Health and Wellness Expo, I was not planning to leave this event with a financial advisor but that was the most valuable thing I took away from it. I had never had a financial advisor before so I didn't know exactly how Anup could help me. The quality of his service is excellent, communication was great. When it came to scheduling appointments he was very accommodating as I do not drive. But most importantly he moved my mindset from frivolous impulse buying to conscious spending. I have a clear set plan now of what I want my financial situation to look like within the next 5 years and for once it seems attainable. Thanks, Anup for your help and advice. I will take the knowledge you gave me with me.
Our Kind Ecosystem Guarantee
Affinity Capital Management Inc. is proud to be the first feedOM sponsor partner in Canada.
Our firm supports feedOM™ in its mission to end child hunger, animal abuse, and deforestation worldwide by aligning our financial planning services with conscious consumerism. This includes advocating for fair trade, equal opportunity employment, and eco-friendly standards.
The services provided by Affinity Capital Management have been produced, traded, and marketed in accordance with the feedOM's social responsibility, environmentally conscious, and animal-friendly standards.