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.
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.
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
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:
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