Independent wealth, insurance, and benefits guidance

Advice built around your goals, not quotas.

Infiniti Wealth helps companies, employees, individuals, and families protect what matters, grow with intention, and make confident long-term financial decisions.

InsuranceGroup benefitsInvestmentsRisk management
Infiniti WealthVancouver, BC
01Companies
02Employees
03Individuals
04Families
05High-net-worth clients

Personalized planning for every stage.

A coordinated approach to protection, benefits, investments, and long-term financial decisions.

20+

Years of combined planning experience

2+

Employees required for group benefits

4

Planning phases for long-term confidence

1:1

Independent advice tailored to each client

Who We Are

Financial experts who think differently.

The current Infiniti Wealth message is strong: advice should meet your unique needs rather than quotas. This redesign brings that promise forward with a clearer, more premium presentation.

Serving organizations, companies, employees, and individuals, Infiniti Wealth provides flexible wealth services and insurance policies that help clients make their money work harder. As an independent firm, the team offers personalized service and planning to help clients achieve their goals and stay protected when the unexpected happens.

Services

Independent Financial Planning in Vancouver

Explore practical planning support for Vancouver businesses, families, professionals, and individuals building long-term financial confidence.

Retirement Planning

Build a personalized retirement strategy designed to help you achieve financial independence and maintain your desired lifestyle throughout retirement. What we help with: Retirement income planning RRSP, TFSA, and pension optimization Withdrawal strategies Long-term cash flow forecasting

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Investment Management

Create and manage a diversified investment portfolio aligned with your goals, risk tolerance, and time horizon. What we help with: Portfolio construction Asset allocation Risk management Ongoing portfolio monitoring and rebalancing

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Financial Planning

Develop a comprehensive financial roadmap that connects your investments, savings, taxes, and future goals into one cohesive plan. What we help with: Goal-based planning Cash flow analysis Debt management strategies Education and major purchase planning

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Group Benefits

Support your employees with a competitive benefits program that helps attract, retain, and protect your workforce. We work with businesses to design customized group benefit plans that balance employee needs with organizational goals. What we help with: Extended health and dental coverage Life and disability insurance Health spending accounts (HSAs) Employee assistance programs (EAPs) Critical illness coverage Group retirement and savings plans Benefits plan reviews and optimization Ongoing support for employers and employees

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Why Choose Infiniti Wealth

A planning relationship designed for clarity and confidence.

Independent guidance

Advice shaped around the client, not quotas. The relationship starts with goals, risks, and what needs to be protected.

Relationship-led service

The team focuses on long-term continuity, regular review, and clear communication as needs evolve.

Planning across life stages

From employee benefits to personal insurance and wealth planning, the experience connects protection and growth.

Planning Process

A Vancouver planning process for long-term confidence.

A clear planning process helps turn complex decisions into focused next steps.

Phase 1

Gain Clarity

Identify the most important risks, opportunities, and planning gaps before recommending a strategy.

Phase 2

Make Decisions

Evaluate practical options and choose the strategies that best match the client's financial goals.

Phase 3

Get Results

Implement the chosen solution with clear next steps, timelines, and accountability.

Phase 4

Build Confidence

Review and manage outcomes over time so the plan stays aligned as life and markets change.

Advisors

Meet your Vancouver financial planning team.

Work with advisors who take time to understand your goals, responsibilities, and long-term planning needs.

Client Perspective

Planning relationships built on clarity and trust.

Clients rely on Infiniti Wealth for thoughtful guidance, clear communication, and planning that stays aligned over time.

"Working with Infiniti Wealth was a great experience. Everything was explained clearly, and I felt comfortable asking questions throughout the process. The advice felt thoughtful and tailored to what I was looking for."

Ashnoor Arora

Client reviews

Reviews for Infiniti Wealth

4.9 / 5 · 11 reviews

I have had the privilege of working with Shubjit for the past 16 years, and I cannot recommend her highly enough. Over the years, she has become much more than just an insurance advisor. She has been a trusted partner in helping me and my family make informed decisions about our financial protection and insurance needs. Shubjit has consistently provided honest advice, timely guidance, and exceptional service whenever we needed it. She has been managing our entire family's insurance portfolio with great care and attention to detail, always ensuring that our coverage evolves with our changing needs. Whether it was reviewing policies, answering questions, or helping us understand new options, she has always been proactive, knowledgeable, and genuinely invested in our family's well-being.

Vishal Dhingra

I highly recommend Infini Wealth! The financial advisors and insurance specialists here are exceptionally knowledgeable, honest, and easy to work with. They take the time to break down complex options so everything is clear and easy to understand, providing sincere guidance you can actually trust. If you are looking for reliable insurance and financial support, this is definitely the team to talk to.

GULSHAD FATIMA

A great team bringing together fresh ideas, knowledge, expertise, commitment, and dedication to achieve outstanding results.

Harwinder

I got a recommendation from a north shore moms group to use Infiniti wealth for family planning. I worked with Liam Howe and am very happy with my experience. I didn’t know where to get started with planning for my baby but Liam was patient, explained all my options and I felt I could take my time to make the right decision.

Elle C

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FAQ

Common questions, answered clearly.

Find straightforward answers about benefits, insurance, and the planning process.

We offer a range of financial services, including investment management, retirement planning, financial planning, insurance solutions, group benefits, tax-efficient wealth strategies, and estate planning.

Resources

Latest insights and featured video content.

Browse recent articles, planning updates, newsletters, and videos from the Infiniti Wealth team.

Featured Video

The Tale of The Friendly Widget Company. A story about the benefits of critical illness

Investments

Why Starting Early Is the Most Powerful Investment Strategy

Growing money

Newsletter

Understand Insurance

Insurance / 2026-06-17

When people think about building wealth, they often focus on finding the perfect stock, timing the market, or chasing the latest investment trend. While investment selection is important, one factor consistently has a greater impact on long-term success than almost anything else: time.

Open PDF

Consultation

Start with a conversation.

Tell us what you would like help with and the team will follow up with next steps.

219-209 Carrall Street, Vancouver, BC V6B 2J2

Infiniti Wealth is a proud partner of the CMHA.