Professional Money Management - How we do it

With the assistance of Banwell Financial Inc. our registered investment dealer we are able to be totally independent in recommending investments from all of the major banks, investment and insurance companies in Canada.

It is our belief that serious money is professionally managed money. We assist clients in implementing suitable and appropriate investment strategies based on their individual and unique goals and requirements while utilizing best-in-class products and services.

We have seen the market place become flooded and overwhelming with investment products. We are here to assist you in finding the appropriate professionals to manage your money based on your needs.

We endeavour to manage wealth for our clients responsibly, with full awareness of risk, consequences of taxation, and consideration of estate planning requirements.


“They took the time to teach and mentor me.”

- Ossa Zebian


“I felt like I was in control and was making informed decisions about my future....”

- Glenn Tunstall


“In my first meeting with Infinite FInancial I felt their honesty, integrity, and...”

- Joan Palmer

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Dont Forget These Two Simple Steps When Estate Planning

The pure purpose of Estate Planning is to make an efficient transfer of wealth. Efficiency of Estate Planning is measured in two parts:1) Tax: It is important to plan your estate in a way that will transfer wealth in a tax-efficient manner—set...

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How to Save the Family Cottage

We have all heard the old saying, “Two things are guaranteed in life: 1. Death 2. Taxes.”We are at an interesting time right now where prices of assets over the last 50+ years have seen a tremendous growth spurt. I always find it interesting talk...

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