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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