WHERE DO YOU SEE YOURSELF IN 3 YEARS?

INTEGRATED ADVISORY

SIMPLIFIED, CENTRALIZED, CONNECTION

Integrated Wealth Advisory is a simplified solution to helping you reach your goals and objectives. It creates a centralized connection to your professional advisors, and avoids creating professional silos that can cost you time and money.

We transform what were once complicated individual professional advisory relationships into collaborative, innovative, and efficient teams.

SOMEWHERE ALONG THE LINE,

THINGS GOT COMPLICATED

As you've evolved, so has your need for professional advisory. From your first job, to your first home - your professional advisory team is necessary for you to continue to grow. 

Although each professional advisor brings expertise and a unique perspective, there is seldom a clear vision of your overall goals and objectives due to the lack of transparency as a team.

You.

You.

You.

You.

You.

Your Accountant.

Your Lawyer.

Your Insurance Broker.

Your Banker.

Your Stock Broker.

Just because you can,

doesn't mean you should.

Effective communication between your advisory team is difficult. When you are the only point of contact acting as a project manager between your professional advisors, it can lead to missed opportunity and long-term sustainability.

INTEGRATED WEALTH PLANNING

Integrated Wealth Planning better serves your needs today, through a better understanding of where you want to be tomorrow - it connects the dots at every point with a centralized focus on you, your goals, and your objectives.

SIMPLIFIED, CENTRALIZED, CONNECTION

The core focus of the design is to integrate the areas of: Accounting, Financial Planning, Investing and Insurance, and is built on establishing clarity, delivering insight and executing strategies in partnership with an integrated team of highly skilled professional advisors.

GOALS

&

OBJECTIVES

Communication is the key to successful Integrated Wealth Planning relationships.

Communication creates alignment and transforms what were once complicated individual professional advisory relationships into collaborative, innovative, and efficient teams working together with the full potential of client goals and objectives centralized.

WE ARE INFINITE WEALTH PLANNING

We provide tailored Wealth Planning through integrated wealth advisory teams that build stronger connections with our clients.

CLOSING THE DISTANCE BETWEEN YOU AND YOUR ADVISORS.

Is your future in focus?

Goals are never out of reach - but we can rarely accomplish them alone. 

Today, people are not only investing money; they are investing in their future -  and the generations that will shape the future of our world.

 

With a focus on future responsibility, new standards have been set by clients for greater transparency and equal opportunities - this is why we believe Integrated Wealth Planning is what our clients deserve.

Book a meeting with a Wealth Planner, and bring your future into focus. 

Infinite Chartered Accountants   I   Suite 303, 30 Crystalridge Drive . Okotoks . Alberta . Canada . T1S 2C3

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