Conseil en gestion de patrimoine iNFiNi-t Overview
Wealth Management Firm
Conseil en gestion de patrimoine iNFiNi-t General Information
Conseil en gestion de patrimoine iNFiNi-t is a wealth management firm based in Montreal, Canada. Established in 2005, iNFiNi-t is dedicated to providing fully independent advice to high-net-worth private clients and foundations with complex wealth management needs. Their role is to serve as personal family financial advisers. Their services are designed to fit the needs and include formulating investment policies, developing an asset mix, selecting managers, managing risk and continuously monitoring the performance of the entire investment portfolio, preparing performance reports, coordinating the work and meeting with stakeholders and negotiating fees. The firm is managed by the executive management team.