Infinite Financial

Infinite Financial Our business is simple, we work for our clients and offer advice on investment and insurance product

Infinite Financial is an independantly run Financial Services firm. We work will all the major Investment and Life Insurance companies in Canada to ensure we take care of our clients properly and that we can work for clients not for any particular company. We work as a team with our product providers Allen Wong and Associates (www.awaa.ca) and Banwell Financial (www.banwellfinancial.com). By worki

ng as a team with a variety of specialized advisors we are able to provide a vast variety of specialized knowledge in Risk Management, Tax Planning, Retirement Planning, Estate Planning, and over all Financial Planning. Our business success is based on the wealth and success of our client base.

04/06/2023

Sponsor Spotlight!
Thank you to our friends at Anthem Mortgage Group FSRA Lic # 10294 for their generous sponsorship donation to our Vaisakhi Celebration happening on April 15th.

Whether you’re looking to buy your first home, to refinance, to build wealth, or for investment opportunities, give them a call today and discover why the community has voted them Barrie’s Best Mortgage Brokerage for seven consecutive years! https://www.anthemmortgage.ca/

Tickets are ON SALE now for our annual event. Click the message button for ticket purchase details.

04/06/2023

Sponsor Spotlight!
Thank you to our friend Geoff Cook at Infinite Financial for his generous sponsorship donation to our Vaisakhi Celebration happening on April 15th.

The team at Infinite Financial understands that everyone's life is unique and requires an individual solution to their financial and insurance needs. This means that the Infinite team is in your corner and working for you!

Contact Geoff today!
Phone: 705-797-4941
Email: Info@infinite financial.ca.
Website: https://www.infinitefinancial.ca/

TICKETS ARE ON SALE NOW FOR THE VAISAKHI CELEBRATION 🎊 Message our page to purchase or for more information.

03/05/2020

“In the short run, the market is a voting machine...but in the long run, it is a weighing machine...”
-Benjamin Graham.
In other words, in the short run the news and events of the world will push the market performance.
Markets will always overreact to the upside or downside based on news or events, the markets do not like uncertainty.
This is the nature of Equity investing.
It is important to remind ourselves of the long-term numbers and remember that crisis or uncertainty breeds opportunity.
Let’s be productive and utilize these times as opportunity.
Most people who have bad experience with investment markets allow the emotion to control the process and make rash decisions at the worst time.
We encourage you to work with your Certified Financial Planner to help guide you through uncertain times.
Don’t have one? Call us today! ☎️ .
As a certified financial planner, it is our job to balance your portfolio to meet your financial needs. .

An investor who invested $100 into well-known investor Warren Buffets company Berkshire Hathaway 55 years ago finds them...
03/05/2020

An investor who invested $100 into well-known investor Warren Buffets company Berkshire Hathaway 55 years ago finds themselves with an investment worth about $2.7 million today. However, the path to this fortune wasn’t smooth.

There were three periods of time where your investment would have fallen by 50% or more.[1]

Furthermore, there were 18 years where Berkshire under-performed the returns on the S&P 500 Index.
In 11 of those 18 years, it under-performed the S&P 500 Index by more than 10%.

Staying invested during those periods of time was obviously necessary to achieve the remarkable long-term returns. However, it would have been extremely difficult mentally to stay invested over that period of time. Fear would have gripped you – fear of losing money when the market was going down and fear of under-performing in those 18 years when Berkshire under-performed its benchmark. Those who were able to overcome that fear reaped the rewards. Those who stuck it out had the antidote to fear –belief in Berkshire’s approach grounded in understanding, which led to the ability to avoid behaving emotionally during the tough times.

[1] Source: Bloomberg LP. As at December 31, 2019.

Family.We protect them.We care for them.We wish them health, happiness and prosperity.We wish them a stable future regar...
02/13/2020

Family.
We protect them.
We care for them.
We wish them health, happiness and prosperity.
We wish them a stable future regardless of what happens to us.
It’s our job at Infinite Financial to make your financial dreams a reality.
A message we couldn’t emphasize enough, is ALL caregivers should have life insurance.
That means a product that they understand and meets their needs for today and the future.
Not all products are the same, if you have a policy in force we don’t need to wait till it expires to show you our rates are better and products superior.
Call us today and we will show you how good we treat our clients.

Great article on why women (and men) should live their best  years 50 and beyond. Try something new, expand your horizon...
02/05/2020

Great article on why women (and men) should live their best years 50 and beyond. Try something new, expand your horizons!
We want our clients to retire happy, healthy and prosperous. Talk to Geoff Cook today about your retirement options. Today is a good day and tomorrow can be amazing.
Geoff Cook Office 705-797-4941
Email [email protected]

Last February I went to Mammoth, snowboarding with some friends. (To be totally transparent, they snowboarded. I drank Pinot Noir.) In the bar I met a co...

The TFSA. Have you used your contribution limit this year?One of the best tax shelters and you’re not alone if you are u...
02/04/2020

The TFSA. Have you used your contribution limit this year?
One of the best tax shelters and you’re not alone if you are unsure how or when to use them.
The 2020 contribution limit is $6,000.
Did you know!?! 👉🏻
If you’ve already contributed to a TFSA and you withdraw from it during the year, the amount withdrawn will be added to your contribution room for the following year.
The cumulative limit is $69,500. This limit has increased every year since 2009 or since the year you turned 18, if you’re a Canadian resident.
Call us today and we can open a new or add to an existing TFSA.

02/03/2020

What we offer is a small business feel with the advantages of a large financial firm.
What does this mean?
Geoff is a Certified Financial Planner who is devoted to his clients personal or business financial goals.
Geoff and his team have a direct line to the office so you will always have contact with someone who can help.
We get to know our clients so we can better approach the financial plan.
Our mutual fund transactions are done through Investia Financial Services Inc. our client portal is completely web based and investor statements are sophisticated and easy to understand. Your account can be paperless offering you the flexibility to reduce waste.
Investia offers the majority of the mutual funds available in Canada to fulfil the savings and retirement needs of individuals.
We love what we do and we want to share it with you.

02/03/2020

RRSP contributions can reduce your taxable income—> we can help you with a financial plan. The deadline this year is March 2, 2020. Call or email us today and we would love to help.
[email protected]
705-797-4941

Do you or someone you know have a new addition to the family? It’s never to early to plan for their future and it’s prob...
01/30/2020

Do you or someone you know have a new addition to the family? It’s never to early to plan for their future and it’s probably cheaper than you think.
New family checklist:
✔️life insurance for parents
✔️ critical illness for parents
Did you know that parents or grandparents can be the payor for another persons insurance policy? What a great and unique gift idea to give someone peace of mind.

Accident and Sickness can be a difficult time for both EMPLOYEES and EMPLOYERS.Most Canadians are not prepared for the f...
10/01/2019

Accident and Sickness can be a difficult time for both EMPLOYEES and EMPLOYERS.
Most Canadians are not prepared for the financial devastation that can accompany an unforeseen accident.
Benefits of insurance coverage are simple👇🏻
✅keep your family in your home;
✅keep your business viable

Address

387 Mapleview Drive W
Barrie, ON
L4N9G4

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17057974941

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