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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. 

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

Accountant
Image by Brooke Cagle

Corporate Tax Preparation, Bookkeeping and Payroll Management

  • Cloud-Based Bookkeeping

  • Corporate Tax Preparation (T2)

  • Small Business Startup Coaching

  • Shareholder Business Structure Planning

Group RRSP & Financial Planning Program

  • Build Employee Loyalty

  • Personalized Financial Planning 

  • Easy On-Boarding

  • Lunch & Learn Sessions for Employees

  • 24/7 Online Access

Group Meeting
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Employee (EAP) Financial Wellness Counselling

  • Improve Employee Productivity

  • One-on-One Counselling

  • Reduce Stress-Related Absenteeism

  • Decrease Medical Benefit Costs

  • Employees Want & Need the Help

FlexSave Private Health Services Plan (PHSP)

  • Flexible Wellness Benefits

  • Provides the Support Employees Want and Need

  • Attract and Retain Talent

  • Reduce Stress-Related Absenteeism

  • Improve Employee Productivity

 

Why Affinity Capital?

◦ Guaranteed Quality of Work

◦ Round the Clock Customer Support

◦ Certified Professional Bookkeepers

◦ 100% Data Protection & Privacy

◦ Sort out your Backlogs

◦ Quick Turnaround

◦ Secure Online Cloud Technology

◦ Pricing Plans to Suit your Budget

Image by Toa Heftiba
 
Business Meeting at a Cafe

Our Approach

 

1.

Your Business's Current Situation

  • Collect your Information

  • Assess your Current Situation

  • Saving/Debt Management

  • Employee Morale Management

2.

Explore Your Business's Goals & Needs

  • Explore Financial Goals & Needs

  • Prioritize your Goals & Needs

  • Emergency Funding

3.

Prepare Your Financial Plan

  • Analyze your information

  • Develop a pathway to meet your needs and achieve your goals

  • Prepare a comprehensive financial plan

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

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 business's financial plan as changes occur

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HOW CAN WE HELP YOU?

We’d love to talk in person, via email, phone, or video call.