For over 30 years our team has been providing clients with sophisticated wealth strategies.
Wealth Planning
In an ever changing landscape, guiding clients to make informed decisions has never been more important. Regardless of the choices or opportunities you may have, consider discussing your options with us before making a decision. Our insight can help you achieve and exceed your financial goals.
Insurance
Insurance is often misunderstood. We view it simply as an instrument to create an outcome. It can help mitigate risk and provide liquidity, or you can use it more strategically to reduce or eliminate personal or corporate income, succession, and estate taxes.
Group Benefits
Our group benefits team helps business owners design comprehensive packages and retirement plans. Our advanced systems and national partner volume provide exceptional value for you and your organization.
Learn more about Infinity Financial
The Infinity Financial team allows you to draw upon decades of combined experience in providing objective, customized solutions. Employing our expertise will enhance your tax, income, and estate planning.
We work with some of the leading tax experts in Canada to identify and implement opportunities to optimize your wealth, in collaboration with your existing professional advisors.
