The foundation of a solid financial status all falls on "what is the plan" or "what is the big picture", "what are we trying to achieve" our advisors have a long history of financial planning, and have the network and resources to help clients build a road map to their success. Protecting wealth is a core piece of the financial planning puzzle.
Your insurance needs will fluctuate throughout your life. There is a lot of great insurance solutions out there, and we are happy to be able to shop the whole market for you and stay with you for a long time to address your changing needs. We develop investment strategies that make sense for you and your family now, and in to the future.
Your insurance needs will fluctuate throughout your life. There is a lot of great insurance solutions out there, and we are happy to be able to shop the whole market for you and stay with you for a long time to address your changing needs. We develop investment strategies that make sense for you and your family now, and in to the future.
Services
Infinite Financial was founded by in 2009 by Geoff Cook in Barrie Ontario with a blueprint to offer superior financial solutions and financial services to Canadians. We realised in order to do this and follow our core principals of Integrity, Competence and Service our foundation needed to allow us to work for our clients and not any one financial institution.
Your insurance needs will fluctuate throughout your life. There is a lot of great insurance solutions out there, and we are happy to be able to shop the whole market for you and stay with you for a long time to address your changing needs. We hear far to often that people never hear from their insurance agent after the policy is delivered.
Geoff made an early entrance into the world of Financial Planning by enrolling in a Financial Planning program for his post-secondary education and ultimately earning a Diploma Financial Planning Services and Business in 2009. While studying, Geoff found his calling and completed the Canadian Securities Course, the Life Insurance License and the Certified Financial Planner designation (CFP).
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.
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.
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.
Reviews (6)
Oliver Collins
Sep 23, 2021
Report
Positive: Professionalism, Quality, Responsiveness, Value
Infinite Financial is an extremely helpful, professional, experienced company. They care about making their clients money and brining them to financial success, but also really care about the individuals well being throughout the whole proccess.
Infinite Financial is an extremely helpful, professional, experienced company. They care about making their clients money and brining them to financial success, but also really care about the individuals well being throughout the whole proccess.
Katelyn Joseph
Oct 14, 2020
Report
Brent Millar
Oct 28, 2019
Report
Geoff is one of the few industry professionals who truly is a professional - he works in your best interest, rather than his own. In my experience, he takes the time time understand your unique circumstances, goals and time horizon. He doesn't sell you anything you don't need, and he won't oversell you on the things you do need. If you're looking for comprehensive and honest financial planning, I highly recommend you meet with him. I've been a client of Geoff's for close to ten years, and have referred my own friends and family to him without hesitation.
Gabor Krausz
Oct 05, 2019
Report
Ben Shipman
Sep 30, 2019
Report
Erin Brennan
Jun 29, 2019
Report
