The Company
Info Financial Group was established with the vision of providing comprehensive financial solutions for individuals and corporations in Canada. The company was founded in 1992 to offer and distribute just 400 mutual fund investments to individuals. To this day, we continue to grow and expand offering over 5000 financial products and services and helping over 4000 clients build long term financial security.
As a company, we will continue to evolve as the needs of our clients evolve in the face of ever changing macroeconomic and demographic factors in the world. We have an expanded range of investment opportunities available to clients including mutual funds, segregated funds and principal protected notes, incorporating a mix of life insurance to minimize risk. INFO Financial Group can also help clients establish a trust – with either a family trust or offshore trust. As more wealth is being created and passed on to the next generation, the establishment of a trust can help clients preserve their wealth and protect their assets.
The evolution of INFO Financial has also led the company to expand into other rewarding areas. In 2005, with specific demands from clients, Info Financial established a corporate finance division to provide consultation and assist in raising capital for corporations who want to be listed on the Canadian Stock Exchange. These expansions extend our reach as a financial services company.
With a more diversified product and service mix, our Consultants can tailor investment portfolios and other financial services to better fit your needs and help you build a solid financial future….Together.
The People
It's essential that our clients be able to rely on the skills and knowledge of our people to meet their financial objectives. That is why we heavily emphasize professional development and continuing education. The principals and advisors of Info Financial have obtained or are working towards professional designations that include but not limited to: MBA, CFP, CA, CGA, CH.F.C., CLU, C.H.F.S. , FMA, FCSI.
With the advancements in the industry, changes in the investment landscape, and the evolvement of innovative products, our people receive ongoing training and professional development to keep abreast of the market. Their training ranges from product solutions, financial planning, investment planning, retirement planning, education planning, estate planning, and insurance solutions – planning tools; all are important to help them provide the best possible solution for all clients.
Our advisors share the same commitment to provide quality client service with integrity, experience and expertise to provide solutions and build long term client relationships. If ever necessary, our advisors will work with professionals that are affiliated with us such as foreign tax accountants for offshore trusts, estate lawyers, securities lawyers, and even geologists for the listing process… to help guide clients to the most suitable financial decision.
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Last Updated ( Tuesday, 09 December 2008 )
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