WHO WE ARE
MANAGEMENT
TEAM
Ali Zahedi
Chief Executive Officer
Ali is the CEO and co-founder of Infinite Investment Systems. He started his career in the financial industry in 1998 as a developer for a firm providing financial systems in the Canadian market. In 2004, he co-founded Infinite Investment Systems with Ahmad. As a Software Engineer (from University of Toronto), Ali’s initial efforts were focused on system development and marketing of Harmony, and he subsequently led the system implementation process. At present, Ali is primarily focused on the growth of the business and its overall direction. Given his experience and background, Ali remains hands-on with certain aspects of the system implementation and product development.
Ahmad Joulaie
Chief Software Architect
Ahmad is co-founder and Chief Software Architect of Infinite Investment Systems. He started his career in the financial industry in 1995 as a developer for Footprint software, which was later acquired by IBM. Additionally, he acted as a dedicated resource for Fortune Financial in their mutual fund services division. He went on to become co-founder of a portfolio management system provider company in Toronto in 1997 and stayed on as Chief Software Architect until his departure in 2002. In 2004, Ahmad co-founded Infinite Investment Systems with Ali Zahedi and assumed the role of Chief Software Architect. Ahmad holds a Civil Engineering degree.
Chris O’Leary
Chief Operating Officer
As Chief Operating Officer, Chris’ primary role at Infinite is to oversee the daily operations of Infinite Investment Systems, including IT and compliance. His career in the financial industry began in 2007 working as the head of IT for a large Canadian asset management institution. Chris is an Honors graduate from the Software Engineering specialist program from University of Toronto. He joined the Infinite team in 2013 and brings a wealth of experience in IT infrastructure, client and vendor management, project management, compliance, and global perspective to the already talented team at Infinite. Chris is a subject matter expert on Trading and Fees, and while being the COO, remains hands on to assist clients in these areas.
Hossein Riazi
Chief Technology Officer
Hossein joined Infinite with over 30 years of experience in IT, building complex B2B and B2C solutions, highly scalable OLTP, OLAP, and distributed systems. While always a developer at heart, Hossein also has extensive experience building and leading teams. He is currently in charge of optimizing our technology platform and engineering best practices. Hossein has a degree in Mechanical Engineering.
Leila Ouji
Executive Vice President, Client Services
Leila oversees the collaboration of all internal IIS teams including support, development, and implementation to ensure that the firm is collectively providing best-in-class services to all clients. She regularly engages with clients to discuss their needs with the aim of introducing efficiencies to their daily operations and maximizing their effective use of IIS’s services and software solutions. Joining the team in 2009, Leila has worked in roles in Marketing, Client Services and Project Management, giving her insight into many aspects of the business and to client needs in this ever-evolving industry. Leila received her Honours BA, MA and PhD all from the University of Toronto. Outside of work, Leila is often embroiled in a tea party or other imaginary adventure with her two little girls, or looking for any opportunity to try a new Toronto restaurant with family and friends.
Paul Gambell
Executive Vice President, Business Strategy
As the Executive Vice President of Business Strategy, Paul is responsible for identifying and developing business strategies and revenue opportunities for Infinite Investment Systems. Paul has 30 years’ experience as a leader in the financial services industry. Before joining Infinite Investment Systems, Paul spent 15 years as the Founder and Managing Director of a consulting firm that provided operational and IT subject matter expertise to the industry, with a focus on book of record, portfolio management, regulatory and trading solutions. Paul is a graduate of York University. Outside of work Paul is an avid golfer and skier.
Mike Zegers
Vice President, Strategy and Business Development
Mike leads business development efforts at Infinite and is responsible for identifying new partners for the firm. With a background in sales, marketing, product strategy and investment services, Mike leverages his experience at driving forward solutions for firms as part of a collaborative approach. Having more than a decade of experience with a large financial institution, coupled with more than ten years at Infinite, at each interaction he is focused on what the client needs based on his knowledge of the product and the industry. Mike is passionate about exceeding client expectations right from day one. When he is not demo’ing any of Infinite’s applications, you’ll find Mike chasing after (and being chased by) his kids and volunteering his time as Board Director with Parkinson Canada.
Justin O’Leary
Vice President, Product - Harmony
Justin is the Vice President, Product - Harmony. His career in the financial industry began in 2005 as a developer for Infinite Investment Systems. Justin’s education as a Software Engineer from University of Toronto coupled with his intelligence and relentless pursuit of practical knowledge in the investment industry propelled him to this position. His grasp of technology and industry specific requirements make him a unique and invaluable part of the team.
Zeenat Haq
Vice President, System Support
Zeenat leads the support team at Infinite Investment Systems. We pride ourselves on providing the highest quality of service possible and the support team is at the heart of our operations. Zeenat’s team provides support to Harmony, Melody, the Client Portal, and other products offered to our clients. Joining the team in 2010, Zeenat has seen the firm go through many stages, and she remains an integral part of the team. Her excellent demeanor, wealth of experience working with our clients, understanding of the industry and her mastery over our products make her an excellent leader for our support team and a great resource for our clients to rely on. Zeenat received her H.BA from University of Toronto and her MBA from the Schulich School of Business.
Andrew Hobbs
Vice President, System Implementation, Client Lead
Andrew brings a unique combination of experience to his role as Client Lead for System Implementations. Prior to joining the Infinite team, Andrew spent more than 25 years working in the investment management industry. His responsibilities touched on nearly every aspect of the business including onboarding, trading, client service, reporting and compliance. Andrew spent more than 12 years using the Harmony system to help build an investment management firm from start-up to over $1 billion in assets under management. Andrew uses his blend of industry and system knowledge to assist new and existing clients in developing the best practices needed to build a business that is both efficient and scalable. Andrew has a BA from the University of Toronto and is a CFA Charterholder. Outside of work, Andrew dedicates his time to his family and the various sporting activities of his three boys.
Lane Pither
Vice President, System Implementation, Technical Lead
Lane leads the process of implementing Harmony for new clients. Known for having infinite patience, Lane navigates our clients through the challenges of a system conversion and implementation. Equipped with an excellent knowledge of the industry and our products, Lane works with our clients as well as our internal resources to ensure Harmony is deployed effectively. Lane is very hands-on and is involved from the beginning of the process all the way to the end. Lane attended the University of British Columbia where he graduated with a Bachelor of Commerce (Honors). Having majored in Finance and minored in Computer Science, Lane’s academic background provided him with insight into both the technical and business aspects of the wealth management industry. When not working, Lane enjoys being outdoors (like most West Coasters), cooking at home, and all things music.
Tracy Pontone
Vice President, Professional Services
Tracy leads the Professional Services Team at Infinite Investment Systems and brings with her over 30 years of investment management industry experience primarily focused on operations. Looking at ways to more effectively use Harmony, complimented by other technology solutions as required, Tracy couples those tools with the application of best practices with a focus on risk management, compliance and operational efficiency. Outside of work, Tracy enjoys spending time with her family, including her husband of over thirty years, her grown children, and her new grandson. Tracy enjoys travelling and sports and if she can do both together, even better.
Lorie De Luca
Director, Human Resources
As Director of Human Resources, Lorie ensures our work environment and our team is the best it can possibly be. Lorie oversees employee relations, developing and updating policies to ensure office operations run both efficiently and smoothly. As the Infinite team continues to grow, she assesses resourcing needs, while managing the hiring and onboarding processes. Lorie is passionate about building on what is already a dynamic team and a connected company culture, and her work lies at the heart of Infinite’s operations. Lorie received her Honours BA degree from Ryerson University. Outside of work, Lorie enjoys playing tennis, traveling when she can, and spending time with her family.
Tom Dodge
Vice President, Project Management
Tom oversees the Project Management team at Infinite Investment Systems, ensuring that we are delivering exceptional service to our clients throughout the project lifecycle. He works closely with internal teams and clients to ensure projects are on track to key milestones, while continuing to find opportunities to optimize our processes and exceed our client’s needs. After his post-graduate in Business and prior to joining Infinite in 2021, Tom was the operations lead at various marketing organizations, leading the optimization of internal processes to enhance overall organizational efficiency and the integration of new data systems to deliver winning business results. He also has experience as an operations lead of a startup in delivering staffing solutions to marketing clients, giving him further insight into developing client focused solutions. Outside of Infinite, you’ll find Tom on the soccer or football field, whipping up culinary delights in the kitchen or spending time with his growing family.
Stéphane Gagné
Vice President, Business Development
Stéphane is responsible for business development and developing strategic partnerships. Stéphane has over 28 years of experience in financial services and technology as a senior leader in various organizations such as Desjardins, National Bank, iA Wealth Management, Dundee Wealth Management, Eagle Investment Systems and CGI. Over the course of his career, Stéphane has participated in the acquisition of several wealth management firms, including TD Waterhouse IS by National Bank in 2013, and managed multiple back-office conversions and portfolio management systems as well as fund management solutions. Outside of work, Stéphane is passionate about sports and loves skiing in the Alps.
Adam Beach
Vice President, Client Experience
Adam leads the overall Client Experience at Infinite Investment Systems, focusing on Partnerships and Business Strategy. He brings over 15 years of experience managing operations and compliance for Portfolio Managers, Investment Fund Managers and Exempt Market Dealers. As a user of Harmony for over a decade, Adam has a breadth of practical experience using IIS products to make middle and back offices more efficient. A native of Toronto, Adam enjoys being physically active and works out routinely to stay in shape so he can chase after his kids. He pretends to know how to golf and enjoys camping in any of our provincial parks. Adam is also a foodie, and when he is not baking sourdough loaves or trying new recipes, he enjoys traveling with his wife.
Chris Zegers
Vice President, Marketing & Brand
Chris directs all aspects of marketing related to the organization's brand, products and services leveraging over 15 years of experience in financial services and software marketing. He works closely with business development and client service teams to ensure they have the tools they need to serve both new and existing clients and deliver an ‘Infinite’ experience. When not honing his Photoshop skills (for the benefit of his work colleagues), Chris enjoys watching and playing baseball and soccer with his four sons.
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