Your life is unique. In order to offer the proper solutions in the financial services industry you need to know that your advisor is working for you and not some investment or insurance company.
We have created an independent web of financial experts who represent all the best in class financial companies in Canada to make sure the focus is on you, and not on selling some companies products.
Our process is simple….
We get to know you, your vision and your goals.
We analyse the information to come up with optimal solutions.
We present alternatives and discuss options.
We implement the most appropriate wealth building solutions tailored to accomplish your vision.
At our core we are financial planners, and all our business circles back to the fundementals of financial planning.
We work with a variety professionals, and with any of the providers we need to implement the best option for you and your business or family.
Large financial institutions have their hands strapped by the products and services that they have on their shelf. We have a thousand service providers at our fingertips.
In order to offer our clients the proper financial advice we need to focus on clients’ needs first, develop a plan, and then decide which company will offer us the best solutions. This often means thinking outside the box and using alternative strategies.
After solutions are implemented it is important that you receive continued service to adapt to changes down the road. Many institutions treat people like a number, always looking for the next deal. We hope to have our clients for their whole life.
We created Infinite Financial to offer just this. Endless Solutions and Endless Service.