ABOUT US
Affinity Capital Management Inc. strives to support individuals, families, and small businesses in meeting their financial goals. Our team provides professional financial-advisory services, bringing a socially responsible perspective to retirement, insurance, tax planning and preparation, estates and wills, and investing.
We believe that every individual has a unique relationship with their finances and that understanding a client’s history, current lifestyle, belief system, future goals, and desires is crucial in preparing an effective financial plan. YOU are the starting point, not your money.
At Affinity Capital, we encourage our clients to explore investment options that align their financial goals with their values and beliefs. Specifically, we promote an approach to investing that integrates sustainable growth opportunities with proven superior risk-adjusted returns while encouraging a positive ESG (Environmental, Social, Governance) impact.
Want to experience the expertise of Affinity Capital Management Inc. for yourself? Request a free no-obligation exploratory meeting today!
Anup Ruparelia
Certified Financial Planner
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Anup is a Finance Professional with over 20 years of successful entrepreneurial experience, providing advice and due diligence for individual and corporate clients to increase profitability and ensure financial integrity. He is a tenacious problem solver with a reputation for sound judgment and prudent counsel, as well as the ability to develop and cultivate relationships, building on a reputation for credibility, a client-first approach, and attention to detail.
Anup believes in cultivating long-term client relationships with a genuine, honest, and professional approach being at the forefront of client interactions. His extensive experience in financial consulting over the past 25 years has substantially developed his ability to articulate his clients’ financial and lifestyle objectives.
Value Based Investing Does Make a Difference
I have been a Financial Consultant to corporations throughout North American in various industries for the past 25 years. During that time, I observed many different corporate management styles and behaviours; some good, some bad, and others downright terrible.
Being an avid traveler, I began doing research into eco-tourism in hopes of discovering new ways to see the world, while also ensuring that these beautiful places will be around for my children and grandchildren to enjoy. What I realized is that the concept of eco-tourism, alternative energy, responsible investing, sustainable food production, human rights, ethical behaviour, eradicating world poverty, etc., are all interconnected.
And doing even further digging into the Responsible Investing marketplace, it quickly became clear that profitability does not need to be sacrificed at the expense of poor corporate ESG (Environmental, Social, Corporate Governance). In fact, the opposite is true in many cases and especially for long-term growth.
Most corporations, even with good intentions, have not achieved their social responsibility goals voluntarily. I strongly believe in letting your money do your talking. For most of us, our RRSP, TFSA, RESP, and Non-Registered investments are our largest assets besides our homes. We greatly underestimate the collective power we have over corporations and governments around the world.
As a Financial Advisor, I help my clients to realize the potential and positive impact investors can have on the world while achieving superior long-term financial returns.
Your money has a huge voice, why not leverage it for not only your personal good but also the greater good.
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Our Kind Ecosystem Guarantee
Affinity Capital Management Inc. is proud to be the first feedOM sponsor partner in Canada.
Our firm supports feedOM™ in its mission to end child hunger, animal abuse, and deforestation worldwide by aligning our financial planning services with conscious consumerism. This includes advocating for fair trade, equal opportunity employment, and eco-friendly standards.
The services provided by Affinity Capital Management have been produced, traded, and marketed in accordance with the feedOM's social responsibility, environmentally conscious, and animal-friendly standards.