Nature Reflecting on Crystal Glass

Our Services

Financial Planning & Social Value Investing

  • Fully Integrated Financial Planning

  • Responsible Investment Solutions

  • Bookkeeping & Tax Preparation

  • Life Insurance & Mortgage Solutions

  • Group RRSP & Financial Planning

  • Employee (EAP) Financial Wellness Counselling

 

Financial Life Planning

Expert Guidance

  • Pre & Post Retirement Planning

  • Responsible Investment Solutions

  • Insurance Needs Analysis

  • Wills & Estate Planning

  • Debt Management Solutions

Responsible Investment Solutions

Sustainable Profits

  • ​Green/Eco Investing

  • Impact Investing

  • Vegan Investing

  • Community Investing

  • Ethical Investing

Life Insurance, Mortgage, Estate/Wills Solutions

Debt & Family Security Protection

  • 1st & 2nd Mortgages

  • Private Mortgages

  • Mortgage Renewals & Refinance

  • Estate & Will Preparation

  • Life, CI, DI, LTC Insurance

Bookkeeping and Tax Preparation

Minding Your Business

  • Personal Tax Preparation (T1)

  • Cloud-Based Bookkeeping

  • Corporate Tax Preparation (T2)

  • Small Business Startup Coaching

  • Shareholder Business Structure Planning

Group RRSP & Financial Planning Program

Helping Employees Save for Retirement

  • Build Employee Loyalty

  • Personalized Financial Planning 

  • Easy On-Boarding

  • Lunch & Learn Sessions for Employees

  • 24/7 Online Access

Employee (EAP) Financial Wellness Counselling

Creating Productive Employees

  • Improve Employee Productivity

  • One on One Counselling

  • Reduce Stress-Related Absenteeism

  • Decrease Medical Benefit Costs

  • Employees Want & Need the Help

 

45B West Wilmot Street, Suite 208B, Richmond Hill, ON L4B 2P3, Canada

©2018 by Affinity Capital Management inc.. Proudly created with Wix.com

F: (416) 352-5198

P: (416) 333-8625