The Infinity Program was created to provide managed financial achievement to high income/high asset individuals and their families. It's a wealth planning strategy designed to get the most from all areas of your plan and the advisors contributing to it.
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Choosing a firm to help you create and implement your financial strategy can be a challenging task. Because you have complex business, personal and financial arrangements, you need expert advice from a firm with knowledge and integrity.
Walker Family Financial is the team you can trust.
Investment Planning
Take steps to protect, save and grow your wealth. You’ve worked hard to build significant assets for yourself and your family — assets you want to protect, grow and pass on. We can help you:
- Manage your investments with personalized services tailored to your needs
- Take an integrated approach with teams of financial planning, tax, estate, accounting and legal experts working for you
- Develop and implement wealth management strategies based on your goals
Insurance Solutions
Help protect your financial security, provide for your loved ones, and save money on routine, emergency and travel health expenses. With the right Insurance solutions, you can protect the people you care about most with easy-to-understand insurance options that offer peace of mind and put precious time back where it belongs – in your hands. We can provide educated advice and expertise in:
- Health and Life Insurance
- Travel Insurance
- Critical & Disability Insurance
- Long-term Care
Investment Solutions
Whether saving for retirement or a child’s education, portfolio investing or planning your estate, we provide investment products for Canadians to cover all stages of life. We can help you:
- Meet your personal wealth and business needs with comprehensive and integrated investment services
- Support your wealth goals holistically through partnerships with key banking, private wealth and advisory services
- Save, invest and grow your wealth with strategies based on your priorities now and as they change over time
Business & Group Solutions
Find a simple, cost effective and tax efficient plan based on the size of your business and your plan members’ needs. Stay competitive as an employer and keep your plan members engaged by helping manage their health and wellness.
- Group Benefits
- Group Retirement
- Group Pension
- Succession Planning
- Corporate Structure / Shareholder Agreements
- Corporate Tax Planning