Find a CEA

At Affinity Capital, we specialize in providing comprehensive financial planning services, as well as expert accounting and tax filing for individuals, families, and small business owners. Our mission is to simplify the complexities of finance and empower our clients with clarity, confidence, and control over their financial futures.

With a strong foundation in both financial planning and tax strategy, we bring a well-rounded approach to helping clients achieve their personal and business goals. Our services include:

• Holistic financial planning


• Investment and retirement planning


• Tax planning and preparation


• Business accounting and bookkeeping


• Cash flow and budgeting support


• Strategic advisory for entrepreneurs and incorporated professionals

Credentials

We are led by a team of Certified Financial Planners (CFPs) and experienced tax professionals who are passionate about helping clients make informed decisions.

What Makes Us Unique

What sets Affinity Capital apart is our ability to bridge the gap between long-term financial planning and detailed day-to-day financial management. We don’t just look at the numbers — we look at the whole picture. Our personalized approach ensures that each client receives tailored strategies that align with their values, goals, and lifestyle. Whether you’re building wealth, managing a business, or planning for retirement, we’re here to support every step.

Your Senior’s Concierge is the go-to for all things around
your home that you no longer want to or are unable to manage solo. Our
mission? Assist our clients to replace overwhelm due to limited mobility,
digital hurdles and isolation with an experience
of increased sense of well-being, independence and trusted
connection.

Our approach? Simplicity. - ensure Each client’s
project completion exceeds their expectations, leaving them feeling supported. We
deliver the following exceptionally well:

· 
Home + Estate Clear Out– from decluttering to sell-ready and everything in
between

· 
Home Relocation – we manage every detail, item like it’s our own so you can relax

· 
Around -Your-House/Home Projects - orchestrate
solutions to keep life running smoothly.

“We
recognize that every task is connected to a lifetime of memories. Our role is
to listen with respect, guide with empathy, and keep stakeholders fully
informed so nothing feels rushed or overlooked. Our clients achieve their goals with confidence and peace
of mind.”

Lisa
Maragh, owner, Your Senior’s Concierge

RBC Royal Trust Advisor with an extensive financial planning background. Offering a number of specialized services through the Estate and Trust division of Royal Bank, such as Agent for Executor, Corporate executor, agent for trustee/power of attorney!

At Matheis Financial Group we provide strategic financial advice to individuals, families and businesses. More than 35 years of financial service makes us an invaluable partner, particularly when your family experiences a life changing event, or a key business decision is required.

Our firm is comprised of Certified Financial Planners and wealth management professionals who specialize in financial planning and pension decisions, employer/employee benefit programs, and human resources solutions.

I’m passionate about growing my practice in meaningful new directions. Earning the Certified Executor Advisor designation allows me to combine 15 years of experience in financial risk management and estate planning with my genuine commitment to helping families and business owners navigate life’s most important transitions.

Janice McFarlane CFP, CLU, CHS

Canada Life

Regional Sales Manager, Insurance

Ottawa & Eastern Ontario

Janice joined the financial services industry in 2002 and enjoyed 5 years building a practice in Ottawa, with a focus on Estate and Retirement planning.

In 2007 Janice moved into management, where her career became focused on the training and development of advisors and managers. While that role has evolved over her career, her passion to support advisors in their business has remained.

Janice is member in good standing with the Financial Planning Standards Council (FPSC) and Advocis. She is a long-serving industry volunteer, most recently contributing to the Advocis Ottawa Chapter as Past president, Vice president and Program chair. Janice
was named the Advocis volunteer of the year in 2021.

Janice’s role is to:

1. Provide in-depth knowledge of insurance products and processes, creative sales ideas and industry insights for life insurance, critical illness and disability insurance
2. Share effective Insurance concepts and strategies for individuals and business owners
3. Provide case consultation and analysis, and seminar presentation
4. Help financial advisors with strategic solutions and product positioning

I used to live directly across the street from my current branch location. You wouldn't believe it, but the advisor who ran the branch at the time, walked across the street, knocked on my door and recruited me to take over the branch. I literally had opportunity knock on my door! How many people can say that?

If you had told me in high school that I would end up becoming a Financial Advisor, I would have laughed at you. But in reality, it truly is a great fit for me. I have a passion for speaking with people and learning. I also have a history of working in roles geared towards helping people. Prior to Edward Jones, I was working at Scotia McLeod for nearly 10 years.

I have been serving my clients at Edward Jones since 2005. My clients are retirement focused or retired. They often have one main goal, which is retirement income certainty. My clients have worked hard to provide for themselves or their family. They are looking for guidance on how to plan for the next stage in their life. My emphasis is always to help them reach their goals in a responsible way. I often view myself as a consultant, especially with clients who are focused on a socially responsible investing approach. At the end of the day, I am here for you, but the decision is ultimately yours.

When I'm not in the office, I like to spend time with my family. In the Summer, we are at the cottage boating or kayaking. In the Winter we enjoy skiing. I have a love for travel and prior to having our son, my wife and I backpacked around the world.

The care that my clients receive isn't solely on me. I am lucky to have a fantastic Branch Office Administrator, Sandie Kiley. Sandie Kiley is professional, client centered, outgoing and is always ready to assist in any way she can.

We would love to hear from you. Give us a call and let us see if we can help.

LLQP insurance and wealth advisor. Currently working with Lawyer's Financial Advisory from their head office in Toronto, part of the Canadian Bar Insurance Association. My focus is clients with their retirement and insurance planning/solutions. (Previously with RBC Insurance). This is a strategic designation for me as I focus more on retirement, wealth, insurance solutions. 

Currently licensed in Ontario focussedo n clients in GTA and southern Ontario and expanding to Manitoba in 2023.