Member

Anup Ruparelia

Thornhill

Affinity Capital Management Inc

Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Anup Ruparelia

Member Bio

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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.

Specializations

Divorce
ESG & Impact Investing
Estate Planning
Financial Planning
Insurance Planning
Portfolio Management
Retirement Income Planning
SRI
Tax Filing
Tax Planning

Designation(s)

CFP (Canada)

Compensation Models

Minimum Fee
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Fee based (AUM)

Professional Associations

No items found.

Education

University

Assets Under Management

Practice Size

2 to 5

Investment License

None

Provinces Licensed (Investment)

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