The Infinity Group

Helping you grow more than wealth

How we serve you

The Infinity Group serves a select group of successful executives, business owners, and institutions. Working together with our clients and their tax and legal advisors, we deliver personalized solutions that best serve our clients’ needs. Whether you are seeking portfolio management, institutional investing, estate, trust or retirement planning strategies, or business planning, we offer the experience and advice you seek. We create and implement customized wealth management strategies to address our clients’ specific goals and challenges—such as diversifying highly concentrated equity positions or properly strategizing to invest liquidity proceeds to fund your next venture (or adventure).

Above all, we offer a long-term perspective and advice catered to your unique needs. We constantly strive to discover solutions and offer world class service to each and every client. By taking on the multi-faceted challenges of wealth management, we help our clients focus more time and resources on what is important to them— their families, institutions, causes, and ventures.

“If you don’t know where you are going, you’ll end up someplace else.” ~ Yogi Berra

Global Insight 2025 Outlook: Beyond the Horizon

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.