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Analyzing Data

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


83% of Canadians do not feel as though they are very knowledgeable about financial matters


7/10 Canadians do not have a written comprehensive financial plan


8/10 Canadians don't feel confident that they will achieve their financial goals without getting the right professional help


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


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


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


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

Nature Reflecting on Crystal Glass
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