Specialties ? Most often advisors will have areas of specialities based on experience and training.
Categories ? We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor
Languages ? Advisors will sometimes have proficiency in languages other than English and French
Provinces Licensed | Served ? Occasionally advisors will be licensed in different provinces.
Certification/Additional Courses
? See our glossary of certifications at https://advisorsavvy.com/glossary-financial-certifications/
About Anup
Investible Asset Range: $100-250K
Years in Business: 9
Fee-based: Mixed
Affinity Capital Management Inc.
45B West Wilmot Street
Suite 208B
Richmond Hill
Ontario
Canada
L4B2P3