Due Dilligence

It is important as an investor or consumer that you do your Due Dilligence. We as advisors also put a considerable amount of Due Dilligence into the products we offer our clients.

We would like to help you with your Due Dilligence process on our firm.You can verify our registration with the regulating bodies and that we are in good standing. Please note our registered investment dealership is Banwell Financial (This is who you will search)

- Ontario Securities Comission
- Mutual Fund Dealers Association

We care about the protection of our clients. All products we provide come with the backing of a major Investor, and Insurance policy protection service.

To learn about our Investment protection all clients are covered under - Click here
To learn about the protection for Insurance and investment products offered by Life Insurance companies -Click here

We have a dedication to education. We are students of the industry and our advisors and partners have a wide variety of designations. Some of which include;

- Certified Financial Planner - CFP
- Registered Financial Planner - RFP
- Chartered Accountant - CA
- Elder Planning Counsellor - EPC
- Chartered Life Underwriter - CLU
- Retirement Management Analyst - RMA

- To view our Privacy Policy click here
- To view our Complaint Handling Procedures click here


“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

Ask an advisor:

Your question submited.

One of our advisors will reply as soon as possible. We treat you like family and we don't spam family.

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...

Read more
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...

Read more
Infinite Newsletter

Subscribe to our email newsletter for useful tips and valuable resources!

You are subscribed.
Email already exist!