Guiding you through all of life's biggest moments.

Experience the difference of Discrentionary Wealth Management.

The Deeds' Infinitum Portfolio provides the highest quality investing experience — available to each of our clients.

Become a Client
Investment Management

We've worked hard to become Portfolio Managers so we can give you access to better investments & lower fees.

Risk Management

Protecting the people, places and things you care about the most is at the heart of every financial plan we build.

Holistic Planning

No one's life is the same — and neither are their plans. We're here to help you navigate all of life's major milestones.

Business Succession

From initial planning to finding a suitable successor, we can help you navigate the sale process from start to finish.

Estate Planning

Gain peace-of-mind and clarity with an Estate Plan — we make it easy to see how everything lines up.

Private Banking

We can provide access to specialized banking products for all of your personal or business need.


Expert guidance through every major milestone.

We've worked hard to be able to call ourselves Portfolio Managers — placing us in the top 5% of financial advisors in Canada.

  • Discretionary Management means less paperwork for you and access to higher quality investments.
  • Our services are not based on commissions, and are instead based on a flat-fee to ensure everything we do is in your best interest.
  • We can access a wider range of investments than most financial advisors, giving us the ability to find the best opportunities.
  • Complete transparency in our reporting gives you a clear understanding of what you're paying for.

We've freed ourselves of cumbersome paperwork, giving us more time to focus on you.

  • Each client receives a custom financial plan written in plain English.
  • As your account grows, and your needs become more complex, we seamlessly adjust your plan to meet your new objectives.
  • Access your plan and your account balances 24/7 through our custom online portal.
  • Access industry experts for tax, estate and succession planning.

Protecting your most valuable assets — you and your family. We provide customized insurance solutions to meet your every need.

  • Tailored Life Insurance plans ensure your assets are protected from all of life's uncertainties.
  • We protect your ability to earn an income with Disability and Critical Illness Insurance.
  • Reduce the risk within your business with Key Person Insurance — providing capital in the absence of key partners or employees.
  • Contact us today to get your free insurance plan.

When the time comes to move on from your business, we're here to help.

  • We're business owners too — giving us a unique perspective on the financial implications and emotions of selling a business.
  • We can help with valuation, optimization and even finding a suitable buyer to keep your legacy in safe hands.
  • Our Corporate Investment Accounts help to reduce taxes during succession events.

We love what we do — and it shows. Get access to expert advice wherever and whenever you need it.

  • Get answers to all your biggest questions at the touch of a button. Our expert team is available anytime through our online portal.
  • Unlimited access to your advisor to give you peace of mind during all of life's biggest milestones.
  • With over 15 years of experience in Wealth Management, we consider ourselves to be partners in each clients' financial journey.