Headquarters:
Toronto
Year founded:
2004
Number of employees:
70+
Phone:
416 861 0911
Email:
info@inf-systems.com
Website:
inf-systems.com
LinkedIn:
linkedin.com/company/infinite-investment-systems
“We target wealth managers and RIAs that are looking for ways to differentiate in their offering and cater to a growing number of high-net-worth individuals looking for alternative investment vehicles such as private equity investment”
Kevin Collins
CEO and Founder
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INFINITE INVESTMENT SYSTEMS
Ali Zahedi
Chief Executive Officer
Leila Ouji
Executive Vice President, Client Services
Justin O’Leary
Vice President, Product
Leadership
Ali Zahedi is CEO and co-founder of Infinite Investment Systems. He began his career in the financial industry in 1998 as a software developer and co-founded Infinite in 2004.
With a Bachelor of Science in software engineering from the University of Toronto, Zahedi has played a hands-on role in building the company from the ground up. Over the years, he has been involved across the business, from system architecture and product development to client support, implementation, and sales.
Today, he focuses on the company’s strategic direction and long-term growth, helping guide Infinite’s innovation in wealth management technology and data solutions while ensuring the firm continues to deliver value to clients across Canada.
Chief Executive Officer
Ali Zahedi
Leila Ouji is executive vice president, client services at Infinite Investment Systems, where she leads cross-functional teams across support, development, and implementation to deliver a seamless client experience. She works closely with clients to understand their evolving needs and identify opportunities to improve operational efficiency and maximize the value of Infinite’s solutions.
Executive Vice President, Client Services
Leila Ouji
Justin O’Leary is vice president, product at Infinite Investment Systems. He began his career with Infinite in 2005 as a developer and has since played a key role in the evolution of the Harmony platform.
With a background in software engineering from the University of Toronto, O’Leary combines deep technical expertise with strong industry knowledge. His understanding of both technology and wealth management requirements helps drive product innovation and ensures Harmony continues to meet the complex needs of investment management firms.
Vice President, Product
Justin O’Leary
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Paul Gambell
Executive Vice President, Business Strategy
Paul Gambell is executive vice president, business strategy at Infinite Investment Systems, where he is responsible for identifying growth opportunities and shaping the company’s strategic direction. He brings more than 30 years of leadership experience in the financial services industry, with deep expertise in book of record systems and wealth data.
Prior to joining Infinite, Gambell spent 15 years as founder and managing director of a consulting firm focused on operational and technology solutions, including portfolio management, regulatory initiatives, and business transformation.
Executive Vice President, Business Strategy
Paul Gambell
Mike Zegers
Vice President, Strategy and Business Development
Mike Zegers leads strategy and business development at Infinite Investment Systems, where he focuses on building partnerships and helping firms identify solutions to support growth and operational efficiency. He brings experience across sales, marketing, product strategy, and investment services, and takes a collaborative approach to working with clients.
Vice President, Strategy and Business Development
Mike Zegers
Infinite Investment Systems has been at the forefront of wealth management technology and innovation in Canada for over two decades. Since launching its flagship platform, Harmony, the firm has helped investment management firms across the country streamline operations, meet regulatory demands, and scale with confidence.
At the core of Infinite’s approach is deep expertise in wealth data, combined with advanced software engineering and real-world financial experience. It helps firms centralize and make better use of complex investment data, creating a trusted foundation that supports reporting, operations, and decision-making across the organization. This powerful combination allows the company to deliver sophisticated, reliable technology, along with the insight and support that help investment firms unlock their full potential.
With a dedicated focus on the Canadian investment landscape, Infinite’s solutions are continuously refined to stay ahead of changing regulatory and industry standards. More than just a software provider, it is a strategic partner that works closely with each client to ensure its solutions align with their goals, adapt to their operations, and support long-term growth.
“[Automation] has resulted in productivity gains far greater than 80 percent and allowed our customers to grow their business by handling a greater number of clients, client portfolios, and assets under management”
Kevin Collins
CEO and Founder
Alex Ventura
Head of Marketing
Dave Longbottom
Chief Technology Officer
Karen Bannister, CM
Vice President, Marketing
Sarah M Stewart
Associate Vice President,
Leasing and Call Centre Operations
Alex Ventura has a wealth of experience and passion for martech across the financial services sector – including B2B and B2C – with a focus on delivering exemplary omnichannel experiences. Alex is responsible for driving brands in the digital age with strategies that evoke a brand’s personality and corresponding values. Mapping customer journeys encompassing systematic and programmatic technologies has been key to his successful strategies.
Head of Marketing
Alex Ventura
With a superior understanding of web design and architecture, Dave Longbottom has been pivotal in orchestrating the development of new technologies, which are aligned with business objectives, and pioneering industry-leading solutions. Dave’s tenacity to push the status quo has led to the development of innovative solutions encompassing the latest emerging technological trends and cyber security frameworks.
Chief Technology Officer
Dave Longbottom
Karen Bannister has over 20 years of marketing expertise and has a Chartered Marketer designation from the Canadian Marketing Association. She is a strategic marketing leader with a career record of success in developing and executing effective marketing strategies, growing revenue, and overseeing multi-talented teams. She also holds five certifications for marketing and brand management.
Karen has successfully completed the Mini-MBA, Essentials of Management program at Schulich School of Business, and most recently completed the Communications and Leadership Program at The Ivey Academy.
Vice President, Marketing
Karen Bannister, CM
Sarah M Stewart has more than 15 years of strategic leasing and customer care experience in residential property management. She is responsible for overseeing all aspects of Centurion’s national leasing platforms, residential lead generation, and overall customer experience excellence through operation of the company’s internal customer service department.
Associate Vice President, Leasing and Call Centre Operations
Sarah M Stewart
Sarah M Stewart
Associate Vice President,
Leasing and Call Centre Operations
Karen Bannister, CM
Vice President, Marketing
Dave Longbottom
Chief Technology Officer
Alex Ventura
Head of Marketing
Damian Palovick
Senior Vice President of Underwriting
AXA XL – Delegated Authority Programs, North America
Dr. Mary Lavoie
Head of Risk Management and Senior Vice President
AXA XL – Delegated Authority Programs, North America
Mark Bernacki
Chief Underwriting Officer
Ryan Armijo
Chief Operating Officer, Underwriting Division
Bob Petrilli
President, Underwriting Division
building the AI core based on a network of specialized models suitable for the finance industry as opposed to a large language model (LLM), allowing for an optimized inference performance, making the solution much more cost and resource effective compared to traditional LLM-based solutions
establishment of strong partnerships with data providers to ensure quality and trusted data was available to be analyzed by the AI
recognition of the importance of data curation, including the need for a sophisticated integration framework to provide full flexibility in financial data connectivity
“We target wealth managers and Registered Investment Advisors (RIAs) that are looking for ways to differentiate in their offering and cater to a growing number of high-net-worth individuals who are looking for alternative investment vehicles, such as private equity investment,” says Collins.
Charli Capital’s leadership team has worked together in prior successful AI startups and understand what it takes to build a high-tech business. Collins also has experience of prior successful exits allowing for clear guidance on product strategy and go-to-market, as well as anticipation and navigation of challenges as the business scales.
An outstanding element of Charli Capital’s tech is that it enables customers to access insights otherwise inaccessible to most investors for both private and public companies.
“There has also been a determined approach to leverage automation as much as possible to significantly reduce overhead and eliminate ‘burnout’ for our customers and their employees,” explains Collins. “This has resulted in productivity gains far greater than 80 percent and allowed our customers to grow their business by handling a greater number of clients, client portfolios, and assets under management.”
Naturally for a dynamic firm, Charli Capital is focused on the future. There are plans to launch a next generation AI platform that can facilitate the intelligent matchmaking of private investors and promising private companies.
Collins adds, “The team moves fast – extraordinarily fast – and is disciplined to ensure that it doesn’t drop the ball, is prepared for future advancements, and embraces an eyes-wide-open fail-fast mentality for learning.”