What Infinity Finance & Investment Inc. does

Infinity Finance & Investment Inc. (IFII) is a privately held, founder-led financial services firm headquartered at 3092 Danforth Ave, Suite #205, Toronto, Canada. Founded by Shamim Arif, the firm operates as a boutique advisory practice with 1-10 employees serving individual clients (employed professionals, self-employed individuals, medical doctors, lawyers, engineers, retirees) and small businesses (IT firms, restaurants, grocery stores, salons and spas) across the Greater Toronto Area, including Scarborough. The company claims to have served clients for over a decade.

IFII delivers a bundled suite of professional services spanning tax preparation (individual, sole proprietor, and corporate returns), accounting and bookkeeping (including payroll management and HST filing), financial planning, investment asset management (with $5.4 million in assets under management distributed across three major financial institutions, with 90%+ in US equity markets), and insurance advisory (over $2,500 million in life coverage placed with approximately $120K+ in annual premiums). The firm is not a technology company — it operates no proprietary platform, no API, and no software product; rather, it functions as a referral and advisory channel that places client business with a roster of affiliated institutional partners including RBC, BMO, Manulife, Industrial Alliance, Sun Life Financial, Canada Life, and others.

The business model is fee- and commission-based professional services. Revenue is generated through tax preparation fees, ongoing bookkeeping fees, advisory fees on the $5.4M AUM book, and insurance commissions on the ~$120K+ annual premium book. Go-to-market is sales-led and direct: clients book consultations via Calendly or website contact form, and services are delivered one-on-one in person at the Toronto office. Marketing is conducted through educational blog content covering tax, insurance, payroll, and financial planning topics. Pricing is not publicly disclosed and is quote-based per client.

Name

Infinity Finance & Investment Inc.

Legal name

Infinity Finance & Investment Inc.

Website

https://ifii.ca

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Infinity Finance & Investment Inc. is a Toronto-based boutique financial advisory firm offering tax preparation, accounting, financial planning, investment management, and insurance services to 500+ individual and small business clients across the Greater Toronto Area.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Finance and Insurance (52)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411), Life Insurance (6311)

akta.pro primary industry

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

akta.pro secondary industries

Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM), Annuities & Investment-Linked Insurance Solutions (Retail) (FSAAAAAM)

Keywords

• Tax preparation services
• Accounting and bookkeeping
• Financial planning services
• Insurance advisory services
• Investment asset management

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Tax Preparation Services: Professional tax preparation services for individuals (employed, self-employed) and corporations. Revenue generated through service fees for tax filing, tax planning, and consulting.
2. Accounting and Bookkeeping: Ongoing bookkeeping services, payroll management, and HST filing for small businesses and individuals.
3. Financial Planning and Investment Advisory: Financial planning services including investment advice, portfolio management, and wealth building strategies. Manages $5.4 million in investment assets under management.
4. Insurance Services: Life insurance, health insurance, and other insurance product advisory. Provides $2,500+ million in life coverage with approximately $120K+ annual premiums.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Infinity Finance & Investment Inc. (IFII) is a Toronto-based financial advisory and accounting services firm that designs and delivers tax preparation (individual, sole proprietor, and corporate), ongoing accounting/bookkeeping (including payroll and HST filing), investment asset management, financial planning, and insurance advisory services. The firm serves 500+ individual and small business clients in the Greater Toronto Area, manages $5.4 million in investment AUM distributed across three major financial institutions, and has placed $2,500+ million in life insurance coverage generating ~$120K+ in annual premiums.

Product overview

Infinity Finance & Investment Inc. (IFII) is a financial advisory and services company offering a comprehensive suite of financial products and services. The company provides tax preparation services (individual, sole proprietor, and corporate taxes), accounting services (bookkeeping, payroll, and HST), insurance advisory across multiple categories (health, life, auto, home, travel, business, pet, and disability insurance), financial planning, and investment asset management. The company manages $5.4 million in investment assets and over $2,500 million in life insurance coverage. IFII also offers specialized products like Registered Education Savings Plans (RESP) and Universal Life Insurance policies. The company operates through partnerships with major financial institutions including RBC, BMO, Manulife, Sun Life Financial, and Canada Life, among others.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation Services Professional tax preparation and filing for individuals (employed and self-employed), sole proprietors, and corporations, including personal tax, corporate tax, and tax planning and consulting. Aimed at individuals and small businesses in the Greater Toronto Area needing annual tax filing and optimization.
• Accounting and Bookkeeping Services Recurring bookkeeping, payroll management, HST (Harmonized Sales Tax) filing, and corporate tax services for small businesses (IT businesses, restaurants, groceries, salons, spas) and self-employed individuals in the Greater Toronto Area.
• Financial Planning Comprehensive financial planning services that help individuals, families, and business owners build financial wealth for short, medium, and long-term goals, including advice on salary and dividend efficiency and cost-effective group benefits plans.
• Investment Asset Management Investment management service for individual and small business clients, managing $5.4 million in assets under management distributed across three major financial institutions with 90%+ exposure to US equity markets, and serving 100+ clients on recurring monthly PAC (pre-authorized contribution) plans.
• Insurance Advisory Services Multi-carrier insurance consultation covering health, life, auto, home, travel, business, pet, and disability insurance, provided through IFII's affiliations with RBC Insurance, Manulife, Sun Life Financial, Canada Life, Industrial Alliance, Equitable Life, Desjardins, Empire Life, Assumption Life, and 21st Century Insurance.
• Registered Education Savings Plan (RESP) Advisory Government-sponsored Registered Education Savings Plan (RESP) advisory service that helps parents save for their children's post-secondary education with tax-free growth, recommended through IFII's affiliated Canadian financial institutions.
• Universal Life Insurance Advisory Universal Life Insurance advisory combining term life coverage with investment savings elements and flexible premium options, sourced through IFII's carrier partners (Manulife, Sun Life, Canada Life, Industrial Alliance, etc.) for individual clients seeking hybrid life-and-investment products.
• Disability Insurance Advisory Disability Insurance advisory providing financial protection in the form of income support when individuals are unable to work due to injury or illness, sourced through IFII's affiliated insurance carriers for individual professionals and business owners.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Twelve partnerships are on record, tiered core and minor.

• Royal Bank of Canada (RBC)coreOthersMajor affiliated partner and insurance provider. RBC is one of Canada's Big Five banks providing banking and insurance products that IFII recommends to clients.
• Bank of Montreal (BMO)coreOthersMajor affiliated partner. One of Canada's oldest banks providing financial products and services through IFII's advisory practice.
• ManulifecoreOthersMajor affiliated partner and insurance provider. Manulife is a leading Canadian insurance company and financial services provider partnered with IFII.
• Industrial AlliancecoreOthersMajor affiliated partner providing insurance and financial products. Also known as iA Financial Group, a major Canadian insurance and wealth management company.
• RBC InsurancecoreOthersInsurance products partner offering life insurance, health insurance, and other coverage options through IFII's advisory services.
• Sun Life FinancialcoreOthersInsurance and financial services partner. Major Canadian financial services company providing insurance products recommended by IFII.
• Canada LifecoreOthersInsurance partner providing life insurance and wealth management products. One of Canada's largest insurance and financial services companies.
• Equitable Life of CanadaminorOthersMutual life insurance company partner offering individual and group insurance products.
• DesjardinsminorOthersQuebec-based financial services cooperative partner offering insurance and banking products.
• Empire LifeminorOthersSpecialty insurance partner providing individual and group insurance solutions.
• Assumption LifeminorOthersMoncton-based insurance company partner offering life insurance and financial products.
• 21st Century InsuranceminorOthersInsurance partner providing various insurance coverage options.

Scale indicators3 records

Recent moves1 record

Expansion highlights4 records

Broad incumbents

• Raymond James (Canada): Canadian arm of a global wealth management firm offering investment advisory, financial planning, and insurance solutions through affiliated advisors. Comparable in offering integrated wealth + insurance advisory to individuals and small businesses.
• Edward Jones Canada: Large-scale Canadian financial advisory franchise serving individual investors with investment, retirement, and insurance planning. Directly comparable target customer (individuals/families) and integrated financial planning + insurance advisory model.
• Manulife Wealth: Wealth and insurance arm of major Canadian insurer Manulife, providing investment advisory, retirement planning, and life insurance. Directly comparable in combining wealth management with insurance solutions, and is itself one of IFII's product partners.
• IG Wealth Management: One of Canada's largest wealth management firms offering comprehensive financial planning, investment, and insurance solutions. Operates at vastly larger scale than IFII but competes in the same personal financial advisory and integrated insurance/investment space.
• Sun Life Financial: Major Canadian insurer and wealth manager providing life/health insurance, retirement, and investment solutions. Comparable as a large integrated insurance + wealth provider, and a current product partner of IFII.
• BMO Financial Group (Wealth Advisory): Major Canadian bank whose wealth advisory division provides investment management, financial planning, and insurance — overlapping with IFII's offerings and serving as one of IFII's own product partners.

Direct peers

• HollisWealth: Canadian independent dealer/advisory platform supporting financial advisors who deliver integrated wealth and insurance advisory to individuals and small business clients — directly comparable boutique financial advisory model.

Emerging players

• Wealthsimple: Canadian digital wealth management platform offering investment, tax, and financial planning services to individuals. Competes with IFII for the same retail investor and small business segments, but through a low-fee automated model rather than personalized advisory.
• Questwealth Portfolios: Canadian robo-advisor and self-directed investment platform competing for retail investor clients in the same segments IFII targets, but with a digital/low-cost delivery model rather than personalized advisory.

Regional players

• Tangerine Investments: Canadian direct bank offering low-fee investment and savings products to retail clients in the same Toronto-area retail investor segment as IFII, though without personalized financial planning and insurance advisory.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/infinity-finance-investment-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Infinity Finance & Investment Inc.