RESP-Infinity Wealth Solutions Inc.

What RESP-Infinity Wealth Solutions Inc. does

Infinity Wealth Solutions Inc. is a privately held, licensed Canadian insurance broker and financial planning firm founded in 2001 and headquartered in Hamilton, Ontario. The firm serves individual Canadian consumers — primarily families and pre-retirees in the Ontario market — through personalized, advisory-led consultations delivered by phone, email, and in-person appointment. Its revenue model is commission-based, generated from the placement of insurance products (life, child, disability, travel, and NUTs term insurance) and registered investment plans (RRSP, TFSA, RRIF, RLIF, RESP), with a supplemental referral relationship to Saturday Accounting Forum for bookkeeping, tax, and payroll services.

The firm's product offering spans the full retail financial lifecycle, organized around three life-stage personas: Early Career (25–30), Family Building (31–45), and Pre-Retirement (46–60). Financial services include tax-advantaged retirement and education savings planning (RRSP, TFSA, RRIF, RLIF, RESP) and group benefit plans; insurance services include life, child, disability, travel, and NUTs term coverage. The firm also publishes 'The $100 Blueprint for Million Dollar Success' as a content marketing and lead generation asset. No proprietary technology platform, mobile application, or self-serve digital product is offered; all client engagements are handled by licensed professionals.

Operationally, the firm is a micro-practice with 7 employees, a single Hamilton office operating Monday–Friday by appointment, and no disclosed external funding or institutional ownership. Distribution is entirely direct-to-consumer via phone (+905-232-2619), email ([email protected]), and the iwsi.ca website, with no third-party resellers, marketplace listings, or paid digital marketing programs referenced. The technology stack is a standard advisory website with no integrations, APIs, or AI components disclosed.

Name

RESP-Infinity Wealth Solutions Inc.

Legal name

Infinity Wealth Solutions Inc.

Website

https://iwsi.ca

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

1–10 employees

Short description

Infinity Wealth Solutions Inc. is a privately held, licensed Canadian insurance broker and financial planning firm in Hamilton, Ontario that sells life, disability, travel, and term insurance alongside RRSP, TFSA, RRIF, RLIF, and RESP plans to individual consumers across Ontario via advisory-led consultations.

Ownership category

akta.pro rank

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Insurance Agents, Brokers & Service (6411), Investment Advice (6282)

akta.pro primary industry

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

akta.pro secondary industries

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)

Keywords

• Retirement planning services
• Life insurance brokerage
• Registered education savings
• Disability insurance coverage
• Wealth management advisory

Headquarters

HQ city

Hamilton

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Insurance Products: Commissions earned on the sale of life insurance, child insurance, disability insurance, travel insurance, and NUTs term insurance products. Licensed as an insurance broker to distribute these products to Canadian consumers.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels4 records

Core offering

Infinity Wealth Solutions Inc. is a licensed insurance broker and financial planning firm that distributes retail financial and insurance products to Canadian consumers. The company sells life, child, disability, travel, and NUTs term insurance products on a commission basis, and provides registered investment account planning services covering RRSP, TFSA, RRIF, RLIF, RESP, and group benefit plans. Services are delivered through personalized, appointment-based advisory consultations via phone, email, and in-person meetings at the Hamilton, Ontario office.

Product overview

Infinity Wealth Solutions Inc. offers a comprehensive suite of financial and insurance services organized as an integrated advisory practice. Financial services include RRSP Planning, TFSA, RRIF, RLIF, RESP Planning, and Group Plans for retirement and education savings. Insurance offerings encompass Life Insurance, Child Insurance, Disability Insurance, Travel Insurance, and NUTs Term Insurance Solutions. The firm also publishes 'The $100 Blueprint for Million Dollar Success' as an interactive book and provides accounting services through a partnership with Saturday Accounting Forum. The portfolio is designed to address clients across all life stages from early career through retirement.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• $100/month contributions to dividend portfolios can grow to over $1 million in 40 years through compound growth and strategic investing — as presented in their published financial guide.

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Saturday Accounting ForumminorImplementation/ SI/ Consulting PartnerSaturday Accounting Forum (operating at safaccounting.com) provides professional accounting services to Infinity Wealth Solutions clients. The firm integrates these accounting services — including bookkeeping, personal and corporate tax preparation, and payroll processing — into its comprehensive financial service offering, referring clients to the partner for accounting precision and compliance needs.

Scale indicators2 records

Recent moves3 records

Expansion highlights3 records

Emerging players

• Wealthsimple: Canadian digital wealth and investing platform offering low-fee portfolios, RRSP/TFSA/RESP accounts, and recently insurance. Competes for the same Canadian family-oriented retail investor with a fundamentally different digital-first, low-cost model.
• Questwealth (Questrade): Canadian online brokerage and robo-advisor offering low-fee managed portfolios including RRSP/TFSA/RESP. Represents the digital-disruption alternative to IWSI's advisory-led model for the same target demographic.

Direct peers

• Freedom 55 Financial: Canadian financial security advisor network (owned by Canada Life) providing integrated insurance and investment planning for families and individuals — directly comparable integrated offering and target market.
• Primerica Canada: Multi-level insurance and financial services distributor in Canada focused on term life insurance and investment products for middle-income families — directly comparable customer base and product mix to IWSI.
• IG Wealth Management: Canadian wealth management firm combining investment advisory with insurance solutions (via Great-West Lifeco affiliation). Serves similar mass-affluent and HNW families with full financial planning across life stages.
• Edward Jones Canada: Canadian branch-based financial advisor franchise with a near-identical model: licensed advisors delivering in-person wealth and insurance planning to mass-affluent families in local offices. Most structurally comparable peer to IWSI.

Broad incumbents

• Tangerine Investments: Direct bank owned by Scotiabank offering low-cost RRSP/TFSA/RESP investment products and basic insurance digitally. Represents the big-bank digital alternative competing for the same self-directed and mass-affluent Canadian family segment.
• Manulife Canada: One of Canada's largest insurance and wealth management incumbents offering the full spectrum of life insurance, group benefits, RRSP/TFSA/RESP, and investment products through advisor channels. Dominant scale player in IWSI's category.
• Canada Life: Large Canadian insurance and wealth management company (part of Great-West Lifeco) offering individual insurance, group benefits, and investment products through advisor networks. Overlaps IWSI's full product catalogue at massive scale.
• Sun Life Financial Canada: Major Canadian life insurance and wealth management incumbent providing group benefits, individual insurance, and retirement/investment products. Sets the scale benchmark against which small brokers like IWSI compete.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/infinity-wealth-solutions-inc

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about RESP-Infinity Wealth Solutions Inc.