top of page
Image by Jukan Tateisi

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. 

Our Services: Welcome

Our Services

_edited.jpg

Fully Integrated Financial
Life Planning

  • Pre & Post Retirement Planning

  • Responsible Investment Solutions

  • Insurance Needs Analysis

  • Wills & Estate Planning

  • Debt Management Solutions

Home Gardening

Responsible Investment Solutions

  • ​Green/Eco Investing

  • Impact Investing

  • Vegan Investing

  • Community Investing

  • Ethical Investing

Buying%20a%20House_edited.jpg

Life Insurance, Mortgage, Estate/Wills Solutions

  • 1st & 2nd Mortgages

  • Private Mortgages

  • Mortgage Renewals & Refinance

  • Estate & Will Preparation

  • Life, CI, DI, LTC Insurance

Image by Kelly Sikkema

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

Our Services: Services
Planting New Trees

Social Value Investing: The Future Of Investing

Holistic Financial Planning | Sustainable Investment Options 
Vegan Investing Options | Wealth Wellness Coaching | Financial Stress Counselling

Our Services: Welcome

Our Approach

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

Our Services: Infographics
bottom of page