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.
∞
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.
∞
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.
∞
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.
∞
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.
Who Are We?
We are Independent Financial Advisors with over 60 years of combined experience in wealth management.
Roy Collings
Investment Advisor, Mutual Funds
iA Private Wealth Inc.
Insurance Agent*
iA Private Wealth Insurance Agency
* 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.
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.
Invest in BC Bud?
Three years ago this was not a thing. You could not buy a company that was preparing to sell marijuana(mj) for recreational...
$90,000 Government Grants Available for Disabled Individuals
We are all aware of families who have children and adults with disabilities, but most of us are unaware of programs designed to...
Financial Health Check 2017
We have entered the tax filing period for personal income tax. If you read our last two articles you would have considered tax...
Frustrated by your banks minimum dollar service requirements?
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.
