Comox Valley Infinity Wealth
Wealth for Generations
Our work is our legacy to our clients and our community. With diligence and integrity we encourage, educate, and employ tried and tested processes of financial wealth planning. Our goal is to action your goals.
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FOR RETIREMENT
Our commitment to our clients stems from a belief in tailored advise, where your finances are invested prudently and wisely, in order to preserve your assets and see you comfortably into retirement. Your financial future is important. The breadth of tools we have at our disposal for you will help you achieve your retirement goals.
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FOR FAMILY
Choosing to work with an advisor at CV Infinity Wealth means choosing someone who knows about family and the commitment we all have to our loved ones. Many important financial decisions that you will have to make will be centered upon your family. Our advisors recognize the importance that your family has on your overall financial plan.
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FOR PEACE OF MIND
Confidence in your advisor is crucial to having confidence in your investments and with your financial plan. Our advisors are fully licensed, and are continuously taking on more education and more courses to serve you better. We offer you quality professionals who act with your best interests in mind, so that you can feel comfortable knowing that your nest egg is taken care of.
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FOR BUSINESS
Growing a business? Our diverse selection of investment opportunities and account types means that we can handle just about anyone’s money. We understand the tax implications of owning a corporation and investing with a business account, and will help you minimize your tax burden, while growing your liquid business assets.
Your financial goals are the most important part of your financial plan. Planning for different goals and events is one way to ensure that your investments are successful and right for you. We have many tools and options available for you to help build your overall financial plan. Whether it is building your overall market value, creating a financial plan, insurance*, or Estate matters, our representatives are here to help you. Try Dynamic Snapshots, for ideas of the different life events that will come your way, or visit us in our office to obtain a copy of the Funeral Guide to help you through the difficult task of planning for end of life.
* Insurance products are provided through iA Private Wealth Insurance Agency which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
To help you reach your goals.
For financial freedom in retirement, for your family, for peace of mind.
Your goals in mind.
The importance of a thorough financial plan, with your future goals in mind.
We know your retirement is important, and the bulk of your savings are intended to keep you comfortable once you reach your golden years. We also realize, that for many people, family is important, too. This is why we offer a range of account types, products and services. If it is a spouse you are looking to protect, we have spousal accounts. For children and grandchildren we offer individual and family RESP plans with access to full government grants. Have a disabled dependent? We also offer RDSP plans to help finance their future should something happen to you.
And for business, too!
Have a business with liquid assets that you are trying to grow? We can handle your corporate accounts.
Your business is important to you, and it is important to us, also. We offer non-individual accounts for corporations, sole proprietors, and even charities and entities! Interested in growing your business assets? Our advisors have worked with non-individual accounts and even run our own businesses in the past. We know how important investing for business can be.
Who Are We?
We are Independent Financial Advisors with over 60 years of combined experience in wealth management.
Mark Nichol
Investment Advisor
iA Private Wealth Inc.
Roy Collings
Senior Mutual Funds Advisor
iA Private Wealth Inc.
Insurance Agent*
iA Private Wealth Insurance Agency
David Storrie
Investment Advisor
iA Private Wealth Inc.
* Insurance products are provided through iA Private Wealth Insurance Agency which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
What Our Clients Say
Our clients praise our exceptional service quality, professionalism, and outstanding customer support, frequently noting the positive impact we’ve had on their business success.
Our Services
For an in-depth explanation of the services we offer, please view the Services page, or contact an advisor commitment-free by email or phone. More details about the products listed below can be found in our FAQ, definitions page or the blog.
- Investment Accounts
- RRSP, TFSA Accounts
- Stocks
- Mutual Funds
- GICs
- Insurance*
- Estate Planning
- Financial Planning
- Bonds & EFTs
*Insurance products are provided through iA Private Wealth Insurance Agency which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
The Blog
Here is what some of our advisors have to say on current events and other relevant financial topics.
Intergenerational Wealth and the Need for a Family Advisor
August 12, 2024 In today’s increasingly complex market and economic environment, the steady hand of an experienced advisor can...
Succession Planning for Your Family Business
May 17, 2024 If you’re like most entrepreneurs, your family business isn’t just a job – it’s your passion. That’s why you’ve...
Boost Your Retirement Savings with an RRSP
February 22, 2024 For most Canadians, the Registered Retirement Savings Plan (RRSP) is foundational to long-term financial...
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Professional Approach
Many firms out there can offer you financial advice and investment opportunities. However, our process is a streamlined one that includes many facets of financial wealth opportunities. These opportunities are all offered under the iA Private Wealth umbrella, so that your assets, your financial plans, estate wishes and important documents are all held in one place. At Comox Valley Infinity Wealth, the promise that we offer you is a complete and smooth process from start to finish, centered upon financial wealth and investment opportunities.
