Affinity Capital Management Inc.

Helping Clients Since 1991

Affinity Capital Management Inc. is an independently owned firm, meaning our financial planning advice is free from any bias. We only get paid by you for our service. Our priority and fiduciary responsibility is to you, our client. 

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The starting point is creating a fully integrated financial plan that addresses investments, insurance, taxes, retirement, and estate planning to create a foundation for securing and building wealth based on your money, your goals, and your values.

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The first exploratory meeting is about getting to know each other. This meeting comes at absolutely no cost to you and with no obligations. After the first meeting, you can decide if Affinity Capital is the right fit for you. 

Fully Integrated Financial
Life Planning

• Pre & Post Retirement Planning

• Responsible Investment Solutions

• Insurance Needs Analysis

• Wills & Estate Planning

• Debt Management Solutions

Responsible Investment Solutions

• ​Green/Eco Investing

• Impact Investing

• Vegan Investing

• Community Investing

• Ethical Investing

Life Insurance, Mortgage, Estate/Wills Solutions

• 1st & 2nd Mortgages

• Private Mortgages

• Mortgage Renewals & Refinance

• Estate & Will Preparation

• Life, CI, DI, LTC Insurance

Tax Preparation and Bookkeeping

• Tax Return Preparation

• Divorce and Separation Tax Issues

• Estates, Trusts, and Charitable Giving

• Taxpayer Relief Filing and Appeals

• Filing Back Taxes

• Cloud-Based Bookkeeping

• Small Business Startup Coaching

• Shareholder Business Structure Planning

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

• Tax Law

• Family & Estate Law

• Dispute/Divorce Mediation

• 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.

1.

Your Current Situation

• Collect your Information

• Assess your Current Situation

• Investing & Risk Evaluation

• Saving/Debt Management

• Insurance & Mortgage Situation

2.

Explore Your Goals & Needs

• Explore Financial & Personal Goals & Needs

• Prioritize your Goals & Needs

• Emergency & Education Funding

• Explore SRI Investment Options

3.

Prepare Your Financial Plan

• Analyze your information

• Develop a pathway to meet your needs and achieve your goals

• Prepare a comprehensive financial plan including estate & insurance strategies

4.

Present & Review Financial Plan with Client

• Present you with an initial financial plan

• Review and change any areas as required and until you are fully satisfied

• Sign off on the final version of the financial plan

5.

Execute Your Financial Plan

• Provided by one of our professional portfolio management partners

• KYC, account opening, investment selection & rebalancing

• Tax & Portfolio Optimization

6.

Ongoing Review & Updating of Your Financial Plan

• The most important step of all because the only constant in life is change

• Continually monitor and hold timely meetings to review your financial plan

• Life happens, so we will update your financial plan as changes occur

Fee for Service

Our Fee for Service option has our team gather and review your information to encompass your money, your goals, and your values to prepare a comprehensive financial plan.

Fee-Based Service

Our Fee-Based service plan provides you with ongoing financial planning and help with your investments. We will meet on a quarterly/bi-annually basis or as life events happen. Our team will be on-call, acting as your Personal CFO as a part of our FirstCall Client Benefit for Fee-Based Service clients, providing you guidance for all your life's events.

Other Optional Services Available at an Additional Fee:

• Personal Tax Preparation​​ (T1)

• Corporate Tax Preparation (T2) for Small Businesses

• Bookkeeping for Small Businesses

• Personal Financial Coaching

• Financial Literacy Courses