Summary
Overview
Work History
Education
Strengths Expertise
Professional Volunteer Affiliations
Professional Development
Languages
Certification
Timeline
Generic

ANUP RUPARELIA

Thornhill

Summary

Financial Planning & Value-Based Investment Management

Overview

34
34
years of professional experience
1
1
Certification

Work History

Finance Intern

Proctor & Gamble
  • Selected from among 2000+ students for a summer internship
  • Worked diligently in the accounts receivable and credit department.

Teller & Customer Service Representative

TD Bank

Financial Management

AFFINITY CAPITAL MANAGEMENT
01.2015 - Current
  • A financial planning firm providing an integrated approach to personal financial management
  • Helping individuals and families achieve their optimal financial and lifestyle objectives.

Co-Founder & President

GLOBAL RECOVERY SOLUTIONS
01.1990 - Current
  • A North American boutique management consulting firm helping corporations recoup lost profits by reducing operating expenses and tax liabilities.

Education

Bachelor of Commerce (B.Comm.) in Accounting & Finance -

Ryerson University

Biochemistry program -

University of Toronto

Strengths Expertise

  • Integrated Advisory Services
  • Value-added based Financial Planning
  • Revenue Growth Strategies
  • Technical & Financial Acumen
  • Expense & Tax Management
  • Estates, Credit Planning, Retirement, Life Transitions

Professional Volunteer Affiliations

  • CSCB (Canadian Society of Customs Brokers), member
  • CFP (Canadian Institute of Financial Planners), member
  • Books Abroad, Fundraiser and international hiking excursion participant (Nepal and India)
  • Heart and Stroke Foundation, Fundraiser and Ride for Heart 75k participant
  • Junior Achievement, Volunteer
  • Toronto Bicycling Network, Member

Professional Development

  • CFP Designation Completed August 2017
  • Mortgage Agent Course-Completed April 2015
  • LLQP-Completed September 2015

Languages

English
Full Professional

Certification

Certified Financial Planner

Timeline

Financial Management

AFFINITY CAPITAL MANAGEMENT
01.2015 - Current

Co-Founder & President

GLOBAL RECOVERY SOLUTIONS
01.1990 - Current

Finance Intern

Proctor & Gamble

Teller & Customer Service Representative

TD Bank

Bachelor of Commerce (B.Comm.) in Accounting & Finance -

Ryerson University

Biochemistry program -

University of Toronto

Certified Financial Planner

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ANUP RUPARELIA