Wealth of Wisdom

Wealth of Wisdom

At Infinite Investment Systems, our strength comes from the experience of our people. Our team brings extensive industry knowledge and decades of hands-on experience across wealth management, investment operations, compliance and financial technology. This experience has been gained not just from building systems but from working inside the firms we now support.

 

Many of our team members have sat in the same roles as our clients. They have managed books of business, worked through regulatory change, dealt with operational constraints, and supported advisors and investors in real world environments. That perspective informs how we design our technology, how we implement it, and how we support our clients over the long term.

 

As a Canadian Wealthtech leader, Infinite has partnered with close to 100 firms across the country, helping them grow, adapt, and operate with confidence as their businesses evolve. We understand that technology is only part of the solution. Context, judgment, and practical experience matter just as much.

 

The videos on this page offer additional insight into the depth of experience across our team. They provide a closer look at the backgrounds, perspectives, and industry knowledge that shape our approach and guide the partnerships we build.

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Simplifying the Operations Backbone

Length: 2 minutes 55 seconds 

Andrew Hobbs discusses the signs that workflows have become overly complex, where firms often see the biggest efficiency gains, and how small process changes can deliver meaningful impact.

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Building a Single Source of Truth for Client Data

Length: 2 minutes 40 seconds 

Justin O’Leary breaks down what a single source of truth really means in practical terms, why data consistency matters, and the first steps firms can take to move in that direction.

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From Manual to Modern - Moving Off Spreadsheets

Length: 2 minutes 54 seconds 

Lane Pither shares how firms can identify spreadsheet risk, decide what to modernize first, and take practical steps toward more scalable workflows.

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Leading Change that Actually Sticks

Length: 2 minutes 34 seconds 

Leila Ouji discusses why transformation efforts lose momentum, how communication drives adoption, and what helps teams stay aligned during change.

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The Future of the Modern Wealth Firm

Length: 2 minutes 32 seconds 

Mike Zegers shares his perspective on the trends shaping the next generation of firms, how client expectations are evolving, and what will define success in the years ahead.

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Communicating Value in Every Report

Length: 2 minutes 25 seconds 

Zeenat Haq discusses how firms can move beyond data-heavy reporting toward clearer communication, better storytelling, and reporting that resonates with clients.

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