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.
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.
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
Pre & Post Retirement Planning
Responsible Investment Solutions
Insurance Needs Analysis
Wills & Estate Planning
Debt Management Solutions
Life Insurance, Mortgage, Estate/Wills Solutions
1st & 2nd 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
Small Business Startup Coaching
Shareholder Business Structure Planning
Social Value Investing: The Future Of Investing
Holistic Financial Planning | Sustainable Investment Options
Vegan Investing Options | Wealth Wellness Coaching | Financial Stress Counselling
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.
Your Current Situation
Collect your Information
Assess your Current Situation
Investing & Risk Evaluation
Insurance & Mortgage Situation
Explore Your Goals & Needs
Explore Financial & Personal Goals & Needs
Prioritize your Goals & Needs
Emergency & Education Funding
Explore SRI Investment Options
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
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
Execute Your Financial Plan
Provided by one of our professional portfolio management partners
KYC, account opening, investment selection & rebalancing
Tax & Portfolio Optimization
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
We understand that everyone has their own unique needs and our fee structures are reflective of that.
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.
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