Why Work With a Certified Financial Planner (CFP)?
Financial planners handle one of the most personal and sensitive aspects of your life: personal financial security. Trust is at the heart of the financial planning relationship – especially competence and integrity.
If you are relatively new to financial planning, you will likely have questions about the process and how you can make an informed decision concerning your financial future. Affinity Capital is here to help.
Book your first exploratory meeting at absolutely no cost to you, with no obligations.
The Value of Financial Planning
"Price is what you pay. Value is what you receive." - Warren Buffet
82%
83% of Canadians do not feel as though they are very knowledgeable about financial matters
7/10
7/10 Canadians do not have a written comprehensive financial plan
8/10
8/10 Canadians don't feel confident that they will achieve their financial goals without getting the right professional help
30%
Canadians who work with a Certified Financial Planner are 30% more likely to stay on target with their financial strategies
Our Philosophy
Every individual has a unique relationship with their finances. We, at Affinity Capital, understand this, and our financial life planning services look into far more than just the numbers
YOUR MONEY
Transparent Ethical Financial Advice
It begins with cultivating long-term client relationships by providing unbiased financial advice. At the heart of every client relationship is:
Trust
Transparent communication
The delivery of constructive value
YOUR GOALS
Track what is Important
Affinity Capital can help you reach your objectives by:
Defining your goals
Staying focused & on target
Creating a specific action plan
Monitoring your progress
YOUR VALUES
A Sustainable Path to Profits
Responsible Investment Portfolios designed to fit your values.
The 3 P's of the triple bottom line:
People: Social/Human Rights Issues
Planet: Climate Change/Sustainability
Profits: Positive Economic Returns
